All investment securities and insurance products when deemed appropriate are offered through Money Concepts Capital Corp., member NASD/SIPC. Money Concepts Advisory Services (MCAS) is an SEC Registered Investment Advisor Firm registered in all 50 US states. I am an Investment Advisor Representative of MCAS which allows for the waiver of all sales charges on purchases pursuant to the MCAS World Class Total Access Agreement.

Money Concepts has no products of their own and maintains no securities inventory. All Securities purchases are placed directly with the investment or insurance company chosen or with our Clearing firm Pershing, LLC. Pershing, LLC is a subsidiary of The Bank of New York. Through this relationship we are able to access all publicly traded investment securities markets and provide custody of all marketable investments for your convenience. All account agreements and applications are separately disclosed at the applicable time.

For further reference and additional information see the following sites:


  • Arizona Society of Certified Public Accountant
  • American Institute of Certified Public Accountants
  • National Society of Accountants
  • Financial Planning Association of America
  • Independent Contractor - Money Concepts Capital Corp. member FINRA

e-mail: toll: (602)973-6303 toll-free: 1(877)973-6303