Adviser and broker representative · Money Concepts Capital Corp.
Ruben Ruiz Jr.
CRD 1842631 · San Marcos, TX
At a glance
Ruben Ruiz Jr. is an investment adviser representative with Money Concepts Capital Corp. in San Marcos, TX, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Ruben’s SEC record dates to 2002, about 24 years ago. Ruben is also registered as a broker representative. Designations on file: Chartered Financial Consultant.
Current advisory firm
- Money Concepts Capital Corp.Since May 2002San Marcos, TX · $4.1B in regulatory assets
SEC adviser record
- Registered since
- 2002 (24 years)
- Designations
- Chartered Financial Consultant
- Exams
- Series 63
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Ruben’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
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