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RIA / WealthAdvisor11 years in industry

Bobbie Helman

Advisor at PARKVIEW ASSET MANAGEMENT, INC.

OAKBROOK TERRACE, IL

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Search this name across graphsid dfx:ria:0b22684a-b4df-b906-bb02-c469b026a308

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:47 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Aug 15, 2017 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: PARKVIEW ASSET MANAGEMENT, INC.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 1, 2014earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Aug 14, 2017
First registration: Aug 15, 2017
Dual registered: no
Other names: BOBBIE BERNARD|ROBERTA BERNARD
IAPD individual key: 2846861

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
PARKVIEW ASSET MANAGEMENT, INC.	Independent wealth	Feb 6, 2024	n/a	yes	OAKBROOK TERRACE, IL	Current employment
PRUCO SECURITIES, LLC	No RAUM reported	Sep 26, 2023	Nov 7, 2023	no	DOWNERS GROVE, IL	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Mar 5, 2019	Sep 20, 2023	no	GLEN ELLYN, IL\|HIGHLAND, IN\|NAPERVILLE, IL	Previous registration
EDWARD JONES	National bd RIA	Aug 15, 2017	Mar 2, 2018	no	Joliet, IL\|ST LOUIS, MO\|NEW LENOX, IL\|JOLIET, IL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
PRUCO SECURITIES, LLC	PARKVIEW ASSET MANAGEMENT, INC.	Nov 7, 2023	Feb 6, 2024	91	Firm change	Ibd to RIA
LPL FINANCIAL LLC	PRUCO SECURITIES, LLC	Sep 20, 2023	Sep 26, 2023	6	Firm change	Ibd to ibd
EDWARD JONES	LPL FINANCIAL LLC	Mar 2, 2018	Mar 5, 2019	368	Firm change	Ibd to RIA

Relationships

Registered with (4)

→ PARKVIEW ASSET MANAGEMENT, INC.Registered adviserregistration: current employment
Feb 6, 2024 to presentfactForm ADV
→ PRUCO SECURITIES, LLCRegistered adviserregistration: previous registration
Sep 26, 2023 to Nov 7, 2023factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Mar 5, 2019 to Sep 20, 2023factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Aug 15, 2017 to Mar 2, 2018factForm ADV

Dated events

Occurred
Nov 7, 2023
Advisor changed firm
Bobbie Helman left Pruco Securities, Llc for Parkview Asset Management, Inc. (registered 2024-02-06)
Form ADVobserved 5 days ago
Occurred
Sep 20, 2023
Advisor changed firm
Bobbie Helman left Lpl Financial Llc for Pruco Securities, Llc (registered 2023-09-26)
Form ADVobserved 5 days ago