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Derrick Wade Vermillion

COBALT CAPITAL
Lake Mary, FL
·CRD# 3213279·27 years experience

Professional Summary

Derrick Wade Vermillion is a registered financial advisor currently at COBALT CAPITAL, INC. located in Lake Mary, Florida. Derrick is registered as a RR (Registered Representative) and started their career in finance in 1999. Derrick has worked at 7 firms and has passed the Series 7TO, SIE, Series 7 and Series 24 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

27 years in the financial services industry

Current & Past Employments

COBALT CAPITAL, INC.·CRD# 136161
BD
801 International Parkway Suite 500 Pmb #5242, Lake Mary, FL 32746
November 7, 2025 - Present
MAGV SECURITIES, INC.·CRD# 142082
BD
Jersey City, NJ
August 18, 2016 - March 16, 2021
TRANSAMERICA FINANCIAL ADVISORS, LLC·CRD# 16164
BD
Duluth, GA
August 10, 2011 - October 8, 2014
WORLD GROUP SECURITIES, INC.·CRD# 114473
BD
Duluth, GA
December 15, 2005 - February 15, 2012
PFS INVESTMENTS INC.·CRD# 10111
BD
Duluth, GA
February 21, 2002 - November 30, 2005
INVESTMENT CENTERS OF AMERICA, INC.·CRD# 16443
BD
Appleton, WI
May 12, 2000 - December 31, 2000
INVEST FINANCIAL CORPORATION·CRD# 12984
BD
Appleton, WI
August 14, 1999 - September 18, 2001

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Current Firm

CC
COBALT CAPITAL, INC.

COBALT CAPITAL, INC.

CRD#: 136161 / SEC#: 8-66979
BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)

Contact Information

Main Address

801 International Parkway Suite 500 Pmb #5242, Lake Mary, FL 32746

Mailing Address

801 International Parkway Suite 500 Pmb #5242, Lake Mary, FL 32746

Phone Number

(407) 649-3150

Established

Florida since 03/18/2005

Firm Type

Corporation

Fiscal Year End

December

Firm Size

Small

FINRA licenses (52 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
SCHICK, BENJAMIN MELVINPRINCIPAL, PRESIDENT, CEO4897243
MEGENITY, BRIAN MCDONALDCHIEF COMPLIANCE OFFICER2889637
OHAB, PAMELA CATHYFINOP2700308

Disclosures

Regulatory Event

1

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 7TO — General Securities Representative Examination

Passed Mar 2024About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Aug 1999About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Mar 2024About the Series 24 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Derrick Wade Vermillion's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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