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Current Employers
Hd Money, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-11-17
FL RA APPROVED 2015-06-30
  • TX RA
    APPROVED_RES
    Since 2021-11-17
  • FL RA
    APPROVED
    Since 2015-06-30

Branch Locations

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

Monorail Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2017-03-29
  • FL RA
    APPROVED
    Since 2017-03-29

Branch Locations

3322 Bee Ridge Rd 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
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
  • 01/2008 → 11/2018
    Cd Advisory Group
    Sarasota, FL
  • 05/2015 → Present
    Sarasota, FL
  • 04/2016 → Present
    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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-04-01
  • 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

View on SEC IAPD

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