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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)19 years in industry

Helen Curlow

Advisor at MORGAN STANLEY

Honolulu, HI

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Search this name across graphsid dfx:ria:a9c9c637-b677-e13b-1911-cb41cd4560fb

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:31 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Apr 20, 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: MORGAN STANLEY
Current firm class: wirehousederived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 20, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Sep 27, 2019
First registration: Apr 20, 2007
Dual registered: yes, broker-dealer
Other names: YEON HI KIM|HELEN KIM|YEON KIM|HELEN Y KIM|Helen Y Curlow
IAPD individual key: 5189105

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
MORGAN STANLEY	Wirehouse	Aug 14, 2025	n/a	yes	Honolulu, HI	Current employment
EDWARD JONES	National bd RIA	Sep 30, 2019	Aug 15, 2025	no	Honolulu, HI\|ST LOUIS, MO\|HONOLULU, HI\|HONOLULU, HI	Previous registration
BANCWEST INVESTMENT SERVICES, INC. (BWIS)	Former SEC adviser	Mar 22, 2010	Feb 25, 2014	no	HONOLULU, HI\|HONOLULU, HI\|AIEA, HI	Previous registration
GOLDMAN SACHS WEALTH SERVICES, L.P.	Bd affiliated wealth	Apr 20, 2007	Sep 2, 2008	no	IRVINE, CA	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
EDWARD JONES	MORGAN STANLEY	Aug 15, 2025	Aug 14, 2025	-1	Firm change	Ibd to wirehouse
BANCWEST INVESTMENT SERVICES, INC. (BWIS)	EDWARD JONES	Feb 25, 2014	Sep 30, 2019	2,043	Firm change after gap	Other
GOLDMAN SACHS WEALTH SERVICES, L.P.	BANCWEST INVESTMENT SERVICES, INC. (BWIS)	Sep 2, 2008	Mar 22, 2010	566	Firm change after gap	Other

Relationships

Registered with (4)

→ MORGAN STANLEYRegistered adviserregistration: current employment
Aug 14, 2025 to presentfactForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Sep 30, 2019 to Aug 15, 2025factForm ADV
→ BANCWEST INVESTMENT SERVICES, INC. (BWIS)Registered adviserregistration: previous registration
Mar 22, 2010 to Feb 25, 2014factForm ADV
→ GOLDMAN SACHS WEALTH SERVICES, L.P.Registered adviserregistration: previous registration
Apr 20, 2007 to Sep 2, 2008factForm ADV

Dated events

Occurred
Aug 15, 2025
Advisor changed firm
Helen Curlow left Edward Jones for Morgan Stanley (registered 2025-08-14)
Form ADVobserved 4 days ago