Managing Member · HD Money, Inc.
Phillip B. Dickson
CRD 5757493 · Named on Form ADV at 2 SEC-registered advisers
At a glance
HD Money, Inc., an SEC-registered wealth manager based in Sarasota, FL with $386 million in regulatory assets, lists Phillip B. Dickson on its Form ADV as Managing Member, a control person. The SEC filings also name Phillip at 1 other registered adviser.
Firms and roles
- HD Money, Inc.Managing MemberWealth manager · Sarasota, FL · $386M in regulatory assets
- Monorail Securities LLCManaging MemberAsset manager · Sarasota, FL · $389M in regulatory assets
AtlasMembers
Phillip’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Stuart K. DicksonManaging Member, HD Money, Inc.
- John K. TarletonChief Compliance Officer, HD Money, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Phillip’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.