DFX Intelligence

Data Factory

RIA / WealthAdvisor19 years in industry

HOWARD ALEXANDER MORIN

Advisor at HELIUM ADVISORS LLC

VANCOUVER, WA | Scottsdale, AZ

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:a19b6f99-824f-96f9-13d8-dc3e07506d9f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:33 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Jul 23, 2007 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: HELIUM ADVISORS LLC
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: Jul 20, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 3
Exams: S66
First exam: Jul 20, 2007
First registration: Jul 23, 2007
Dual registered: no
Other names: HOWIE ALEXANDER MORIN
IAPD individual key: 5334930

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
HELIUM ADVISORS LLC	Independent wealth	Jan 20, 2026	n/a	yes	Scottsdale, AZ\|VANCOUVER, WA	Current employment
HELIUM ADVISORS LLC	Independent wealth	Apr 6, 2016	Dec 31, 2025	no	VANCOUVER, WA\|EVERETT, WA	Previous registration
CONOVER CAPITAL MANAGEMENT	Former SEC adviser	Oct 3, 2015	Apr 12, 2016	no	BELLEVUE, WA	Previous registration
CONOVER CAPITAL MANAGEMENT	Former SEC adviser	Apr 15, 2011	Aug 15, 2015	no	BELLEVUE, WA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	May 11, 2009	May 5, 2011	no	BELLEVUE, WA\|IRMO, SC	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Jul 23, 2007	May 13, 2009	no	Bellevue, WA	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
CONOVER CAPITAL MANAGEMENT	HELIUM ADVISORS LLC	Apr 12, 2016	Apr 6, 2016	-6	Firm change	Other
LPL FINANCIAL LLC	CONOVER CAPITAL MANAGEMENT	May 5, 2011	Apr 15, 2011	-20	Firm change	Other
UBS FINANCIAL SERVICES INC.	LPL FINANCIAL LLC	May 13, 2009	May 11, 2009	-2	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
118393:282356:WA:2016-04-12	Apr 12, 2016	Apr 6, 2016	BELLEVUE, WA	Firm change

Relationships

Registered with (4)

→ HELIUM ADVISORS LLCRegistered adviserregistration: previous registration
Apr 6, 2016 to Dec 31, 2025factForm ADV
→ CONOVER CAPITAL MANAGEMENTRegistered adviserregistration: previous registration
Oct 3, 2015 to Apr 12, 2016factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
May 11, 2009 to May 5, 2011factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Jul 23, 2007 to May 13, 2009factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a19b6f99-824f-96f9-13d8-dc3e07506d9f
First observed: Jul 23, 2007
Last observed: Sep 14, 2026 7 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

HOWARD ALEXANDER MORIN

Advisor at HELIUM ADVISORS LLC

VANCOUVER, WA | Scottsdale, AZ

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:a19b6f99-824f-96f9-13d8-dc3e07506d9f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:33 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

HELIUM ADVISORS LLC

Independent wealth

Jan 20, 2026

n/a

yes

Scottsdale, AZ|VANCOUVER, WA

Current employment

HELIUM ADVISORS LLC

Independent wealth

Apr 6, 2016

Dec 31, 2025

VANCOUVER, WA|EVERETT, WA

Previous registration

CONOVER CAPITAL MANAGEMENT

Former SEC adviser

Oct 3, 2015

Apr 12, 2016

BELLEVUE, WA

Previous registration

CONOVER CAPITAL MANAGEMENT

Former SEC adviser

Apr 15, 2011

Aug 15, 2015

BELLEVUE, WA

Previous registration

LPL FINANCIAL LLC

Bd affiliated wealth

May 11, 2009

May 5, 2011

BELLEVUE, WA|IRMO, SC

Previous registration

UBS FINANCIAL SERVICES INC.

Wirehouse

Jul 23, 2007

May 13, 2009

Bellevue, WA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

CONOVER CAPITAL MANAGEMENT

HELIUM ADVISORS LLC

Apr 12, 2016

Apr 6, 2016

-6

Firm change

Other

LPL FINANCIAL LLC

CONOVER CAPITAL MANAGEMENT

May 5, 2011

Apr 15, 2011

-20

Firm change

Other

UBS FINANCIAL SERVICES INC.

LPL FINANCIAL LLC

May 13, 2009

May 11, 2009

-2

Firm change

Other

Team

Left

Joined

From

Kind

118393:282356:WA:2016-04-12

Apr 12, 2016

Apr 6, 2016

BELLEVUE, WA

Firm change