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Gabriel Isaac Kaufmann

Hd Money, Inc.

Sarasota, FL

CRD 7333424

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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 2022-02-08
  • FL RA
    APPROVED
    Since 2022-02-08

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 Securities, Llc Sarasota FL 01/2021 01/2022
Rivers Edge Ranch Sarasota FL 01/2019 07/2020
Unemployed Sarasota FL 08/2020 12/2020
Unemployed Phoenix AZ 06/2018 12/2018
Grand Canyon University Phoenix AZ 08/2017 05/2018
Unemployed Bayfield CO 06/2016 06/2017
Vimvest Financial Sarasota FL 02/2022 Present
  • 01/2021 → 01/2022
    Vimvest Securities, Llc
    Sarasota, FL
  • 01/2019 → 07/2020
    Rivers Edge Ranch
    Sarasota, FL
  • 08/2020 → 12/2020
    Unemployed
    Sarasota, FL
  • 06/2018 → 12/2018
    Unemployed
    Phoenix, AZ
  • 08/2017 → 05/2018
    Grand Canyon University
    Phoenix, AZ
  • 06/2016 → 06/2017
    Unemployed
    Bayfield, CO
  • 02/2022 → Present
    Vimvest Financial
    Sarasota, FL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-02-16
  • S65 Uniform Investment Adviser Law Examination
    2021-02-16

View on SEC IAPD

Nearby Firms

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EDWARD JONES
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Nearby Investors

ANGELA ROBIN HILLIARD DYCHES
Kevin St John
Thomas Donald Anderson

Nearby Offices

CPA INVESTMENT SOLUTIONS, INC. · SARASOTA, FL
EDWARD JONES · Lakewood Ranch, FL
HENDRICKS WEALTH AND ESTATE MANAGEMENT · Lakewood Ranch, FL

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