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Advisor at HYPHEN WEALTH MANAGEMENT
LAFAYETTE, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| HYPHEN WEALTH MANAGEMENT | Independent wealth | Dec 9, 2025 | n/a | yes | LAFAYETTE, CA | Current employment |
| HELIUM ADVISORS LLC | Independent wealth | Dec 9, 2022 | Oct 7, 2025 | no | VANCOUVER, WA|EVERETT, WA|EVERETT, WA | Previous registration |
| APRIO WEALTH MANAGEMENT, LLC | Independent wealth | Aug 10, 2022 | Aug 31, 2022 | no | ATLANTA, GA|WALNUT CREEK, CA | Previous registration |
| RINA WEALTH MANAGEMENT SERVICES LLC | Former SEC adviser | May 7, 2022 | Dec 21, 2022 | no | WALNUT CREEK, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| HELIUM ADVISORS LLC | HYPHEN WEALTH MANAGEMENT | Oct 7, 2025 | Dec 9, 2025 | 63 | Firm change | RIA to new firm |
| RINA WEALTH MANAGEMENT SERVICES LLC | APRIO WEALTH MANAGEMENT, LLC | Dec 21, 2022 | Aug 10, 2022 | -133 | Firm change after gap | RIA to RIA |
| APRIO WEALTH MANAGEMENT, LLC | HELIUM ADVISORS LLC | Aug 31, 2022 | Dec 9, 2022 | 100 | Firm change | RIA to RIA |