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3322 Bee Ridge Road Suite 200, Sarasota, FL 34239 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-11-17 |
| FL | RA | APPROVED | 2015-06-30 |
Branch Locations
3322 Bee Ridge Road Suite 200, Sarasota, FL 34239 • United States
3322 Bee Ridge Rd Suite 200, Sarasota, FL 34239 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-03-29 |
Branch Locations
3322 Bee Ridge Rd Suite 200, Sarasota, FL 34239 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cd Advisory Group | Sarasota | FL | 01/2008 | 11/2018 |
| Hd Money, Inc. | Sarasota | FL | 05/2015 | Present |
| Monorail Securities, Llc | Sarasota | FL | 04/2016 | Present |
| Vimvest Advisors | Sarasota | FL | 11/2018 | Present |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-04-01 |
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