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Detailed Report
DONALD ALLEN LOZIER
CRD#: 5376391
IA
Investment Adviser
B
Broker
MONEY CONCEPTS ADVISORY SERVICECRD#: 12963 West Jefferson, OH
Registration History
2008201020122014201620182020202220242026IAMONEY CONCEPTS ADVISORY SERVICE (CRD# 12963)2022 - Present (2 years)BMONEY CONCEPTS CAPITAL CORP (CRD# 12963)2023 - Present (1 year)IAEBNER FINANCIAL GROUP (CRD# 158781)2019 - 2022 (3 years)IAEBNER FINANCIAL GROUP (CRD# 144559)2007 - 2011 (4 years)
License(s)

State Registrations

IA
Ohio 10/26/2022
B
Ohio 9/25/2023

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
MONEY CONCEPTS ADVISORY SERVICE (CRD#:12963)
West Jefferson, OH
Registered with this firm since 10/26/2022
B
MONEY CONCEPTS CAPITAL CORP (CRD#:12963)
West Jefferson, OH
Registered with this firm since 9/22/2023
Previous Registration(s)
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IA
 06/06/2019 - 10/05/2022 EBNER FINANCIAL GROUP (CRD#:158781) West Jefferson, OH
IA
 07/31/2007 - 12/31/2011 EBNER FINANCIAL GROUP (CRD#:144559) MOUNT PLEASANT, SC
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.