DFX Intelligence

Data Factory

RIA / WealthAdvisor21 years in industry

HELEN SYLVIA RIMENSNYDER

Advisor at ASSET MANAGEMENT FINANCIAL SERVICES INC.

CLEARWATER, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1ef9ee27-ae50-0b0e-8715-ff01414ac0cf

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:59 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jun 6, 2005 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: ASSET MANAGEMENT FINANCIAL SERVICES INC.
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 18, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 13derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S65
First exam: Mar 18, 2005
First registration: Jun 6, 2005
Dual registered: no
Other names: HELEN SYLVIA LEE|HELEN SYLVIA LOOMAS
IAPD individual key: 4966362

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
ASSET MANAGEMENT FINANCIAL SERVICES INC.	State registered	Apr 2, 2013	n/a	yes	CLEARWATER, FL	Current employment
PLATINUM PLANNING, INC.	State registered	Mar 16, 2012	Apr 25, 2013	no	SARASOTA, FL\|CLEARWATER, FL	Previous registration
MERIT INVESTMENT SOLUTIONS, INC.	Former SEC adviser	Aug 27, 2010	Apr 24, 2026	no	CLEARWATER, FL	Previous registration
SPENCER INTERNATIONAL ADVISORS INC	n/a	Jun 6, 2005	Mar 27, 2012	no	CLEARWATER, FL	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
MERIT INVESTMENT SOLUTIONS, INC.	PLATINUM PLANNING, INC.	Apr 24, 2026	Mar 16, 2012	-5,152	Firm change after gap	Other
PLATINUM PLANNING, INC.	ASSET MANAGEMENT FINANCIAL SERVICES INC.	Apr 25, 2013	Apr 2, 2013	-23	Firm change	Other
SPENCER INTERNATIONAL ADVISORS INC	MERIT INVESTMENT SOLUTIONS, INC.	Mar 27, 2012	Aug 27, 2010	-578	Firm change after gap	Other

Relationships

Registered with (4)

→ ASSET MANAGEMENT FINANCIAL SERVICES INC.Registered adviserregistration: current employment
Apr 2, 2013 to presentfactForm ADV
→ MERIT INVESTMENT SOLUTIONS, INC.Registered adviserregistration: previous registration
Aug 27, 2010 to Apr 24, 2026factForm ADV
→ PLATINUM PLANNING, INC.Registered adviserregistration: previous registration
Mar 16, 2012 to Apr 25, 2013factForm ADV
→ SPENCER INTERNATIONAL ADVISORS INCRegistered adviserregistration: previous registration
Jun 6, 2005 to Mar 27, 2012factForm ADV

Dated events

Occurred
Apr 24, 2026
Advisor changed firm
Helen Sylvia Rimensnyder left Merit Investment Solutions, Inc. for Platinum Planning, Inc. (registered 2012-03-16)
Form ADVobserved 5 days ago