Phillip B. Dickson

HD MONEY

Sarasota, FL 34239

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CRD#: 5757493

Professional summary

Phillip Bruce Dickson, who also goes by Phil B Dickson, Phil Dickson, Phillip B Dickson, is a registered financial advisor currently at HD MONEY, INC. located in Sarasota, Florida and MONORAIL SECURITIES LLC located in Sarasota, Florida.

Phillip is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Phillip has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Phil B Dickson | Phil Dickson | Phillip B Dickson

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.

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

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Phillip Bruce Dickson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 30, 2015 - Present

HD MONEY, INC.

Office #1: 3322 Bee Ridge Road Suite 200, Sarasota, FL 34239

RIA

CRD#: 167623

Sarasota, FL

Current

March 29, 2017 - Present

MONORAIL SECURITIES LLC

Office #1: 3322 Bee Ridge Rd Suite 200, Sarasota, FL 34239

RIA

CRD#: 285309

SARASOTA, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MONORAIL SECURITIES LLC

MONORAIL SECURITIES | VIMVEST SECURITIES, LLC | MONORAIL SECURITIES LLC

CRD#: 285309 / SEC#: 801-108517

RIA

Registered Investment Advisory firm - (10/18/2016 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(6/30/2015)

IAR

Texas
(11/17/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/1/2015

Uniform Investment Adviser Law Examination

Current Firm

MONORAIL SECURITIES LLC

MONORAIL SECURITIES | VIMVEST SECURITIES, LLC | MONORAIL SECURITIES LLC

CRD#: 285309 / SEC#: 801-108517

RIA

Registered Investment Advisory firm - (10/18/2016 Approved)

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Contact information

Main Address

3322 Bee Ridge Rd Suite 200, Sarasota, FL 34239

Mailing Address

Phone number

(941) 925-2121

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MONORAIL SECURITIES ADV PART 2A (3/28/2025)

MONORAIL SECURITIES WRAP FEE PROGRAM (3/28/2025)

Regulatory assets under management

Total Number of Accounts	1,948
AUM (Assets Under Management)	$ 294,977,939

Red Flags

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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Phillip B. Dickson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Phillip Bruce Dickson's CRS (Customer Relationship Summary).

Certified licenses

Experience

HD MONEY, INC.

MONORAIL SECURITIES LLC

Primary Firm SEC Registration

MONORAIL SECURITIES LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/1/2015

Current Firm

MONORAIL SECURITIES LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MONORAIL SECURITIES LLC

TRUST BUT VERIFY

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