DFX Intelligence

Data Factory

RIA / WealthAdvisor18 years in industry

DIPEN KISHORE MEHTA

Advisor at HELIX WEALTH

FISHERS, IN

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:89862acb-fb88-4436-2fcf-0e49ab5a9421

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:40 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Jul 29, 2016 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: HELIX WEALTH
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: Jan 1, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Sep 22, 2011
First registration: Jul 29, 2016
Dual registered: no
IAPD individual key: 2993669

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
HELIX WEALTH	State registered	Jun 29, 2026	n/a	yes	FISHERS, IN	Current employment
INVST, LLC	Independent wealth	Jul 16, 2021	Jul 3, 2026	no	INDIANAPOLIS, IN	Previous registration
PROSPERITY CAPITAL ADVISORS	Independent wealth	Jan 3, 2019	May 3, 2021	no	Wayzata, MN\|WESTLAKE, OH\|Westlake, OH	Previous registration
PROTECTIO INVESTMENTS	n/a	Apr 6, 2017	Sep 21, 2021	no	LAKE ELMO, MN	Previous registration
GRANDVIEW DELIGHT, LLC	Former SEC adviser	Oct 3, 2016	Mar 2, 2017	no	ST. PAUL, MN	Previous registration
BGM WEALTH MANAGEMENT	Independent wealth	Jul 29, 2016	Oct 3, 2016	no	BLOOMINGTON, MN	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
INVST, LLC	HELIX WEALTH	Jul 3, 2026	Jun 29, 2026	-4	Firm change	RIA to state RIA
PROTECTIO INVESTMENTS	PROSPERITY CAPITAL ADVISORS	Sep 21, 2021	Jan 3, 2019	-992	Firm change after gap	Other
PROSPERITY CAPITAL ADVISORS	INVST, LLC	May 3, 2021	Jul 16, 2021	74	Firm change	RIA to RIA
GRANDVIEW DELIGHT, LLC	PROTECTIO INVESTMENTS	Mar 2, 2017	Apr 6, 2017	35	Firm change	Other
BGM WEALTH MANAGEMENT	GRANDVIEW DELIGHT, LLC	Oct 3, 2016	Oct 3, 2016	0	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
110483:284807:MN:2016-10-03	Oct 3, 2016	Oct 3, 2016	BLOOMINGTON, MN	Firm change

Relationships

Registered with (6)

→ HELIX WEALTHRegistered adviserregistration: current employment
Jun 29, 2026 to presentfactForm ADV
→ INVST, LLCRegistered adviserregistration: previous registration
Jul 16, 2021 to Jul 3, 2026factForm ADV
→ PROTECTIO INVESTMENTSRegistered adviserregistration: previous registration
Apr 6, 2017 to Sep 21, 2021factForm ADV
→ PROSPERITY CAPITAL ADVISORSRegistered adviserregistration: previous registration
Jan 3, 2019 to May 3, 2021factForm ADV
→ GRANDVIEW DELIGHT, LLCRegistered adviserregistration: previous registration
Oct 3, 2016 to Mar 2, 2017factForm ADV
→ BGM WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Jul 29, 2016 to Oct 3, 2016factForm ADV

Dated events

Occurred
Jul 3, 2026
Advisor changed firm
Dipen Kishore Mehta left Invst, Llc for Helix Wealth (registered 2026-06-29)
Form ADVobserved 6 days ago