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Stuart Kenneth Dickson

Hd Money, Inc.

Sarasota, FL

CRD 6481690

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Employer firm

Hd Money, Inc. CRD 167623

$386M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Hd Money, Inc.

3322 Bee Ridge Road Suite 200, Sarasota, FL 34239 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2015-06-30
  • FL RA
    APPROVED
    Since 2015-06-30

Branch Locations

3322 Bee Ridge Road Suite 200, Sarasota, FL 34239 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Vimvest Advisors Sarasota FL 01/2005 Present
Hd Money, Inc. Sarasota FL 04/2015 Present
Monorail Securities, Llc Sarasota FL 04/2016 02/2023
Previous Registrations
Other Businesses

INSURANCE LICENSED VIMVEST ADVISORS 3322 BEE RIDGE RD SARASOTA FL 34239 INSURANCE COMPANY CO CEO SINCE 01/2008 HD MONEY 3322 BEE RIDGE RD SARASOTA FL 34239 WEALTH MANAGEMENT PRESIDENT SINCE 05/2015 VIMVEST SECURITIES 3322 BEE RIDGE RD SARASOTA FL 34239 WEALTH MANAGEMENT CO CEO SINCE 04/2016 Vimvest Holdings, LLC ("Holdings") is the principal owner of Monorail. Please be advised that Monorail advisory clients may be solicited to invest in a private placement offering of Holdings.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-03-28
  • S65 Uniform Investment Adviser Law Examination
    2015-03-28

View on SEC IAPD

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