Phillip Bruce Dickson

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2008 → 11/2018
  Cd Advisory Group
  Sarasota, FL
• 05/2015 → Present
  Hd Money, Inc.
  Sarasota, FL
• 04/2016 → Present
  Monorail Securities, Llc
  Sarasota, FL
• 11/2018 → Present
  Vimvest Advisors
  Sarasota, FL

Other Businesses

INDEXED ANNUITY, LIFE INSURANCE AND LONG TERM CARE INSURANCE SALES PERSON. ALL COMMISSIONS ARE PAID BY THE INSURANCE COMPANIES THEMSELVES. 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 VICE PRESIDENT SINCE 05/2015 MONORAIL SECURITIES 3322 BEE RIDGE RD SARASOTA FL 34239 WEALTH MANAGEMENT Managing Member 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. VIMVEST, LLC 3322 BEE RIDGE RD SARASOTA FL 34239 FINANCIAL TECHNOLOGY FIRM CO CEO SINCE 06/2016 VIMVEST IP IS AN ENTITY THAT HOLDS THE INTELLECTUAL PROPERTY RIGHTS TO THE SOFTWARE DEVELOPED LESS THAN 5% OF TIME IS SPENT ON VIMVEST IP

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-04-01

Other Names

• Phillip B Dickson
• Phillip B Dickson
• Phil B Dickson
• Phil Dickson
• Phillip B Dickson