DFX Intelligence

Data Factory

RIA / WealthAdvisor29 years in industry

Helen Coker Cox

Advisor at RED TRIANGLE, LLC

Mt. Pleasant, SC

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:cec02580-c1ad-ebfe-a0f9-fbed9acb48eb

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:32 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Feb 4, 2002 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: RED TRIANGLE, LLC
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: Dec 6, 1996earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S63|S65
First exam: Dec 6, 1996
First registration: Feb 4, 2002
Dual registered: no
Other names: HELEN SIMONS COKER|COKIE BERENYI|HELEN COKER BERENYI|HELEN COKER COX|Helen C Berenyi
IAPD individual key: 2747518

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
RED TRIANGLE, LLC	State registered	Dec 17, 2024	n/a	yes	Mt. Pleasant, SC	Current employment
WEALTH ENHANCEMENT & PRESERVATION	Former SEC adviser	Mar 29, 2016	Oct 17, 2023	no	Charleston, SC\|ALPHARETTA, GA\|Mt. Pleasant, SC	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jun 15, 2002	Aug 19, 2008	no	CHARLESTON, SC\|CHARLESTON, SC	Previous registration
WACHOVIA SECURITIES, INC.	n/a	Feb 4, 2002	Jun 21, 2002	no	CHARLESTON, SC	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
WEALTH ENHANCEMENT & PRESERVATION	RED TRIANGLE, LLC	Oct 17, 2023	Dec 17, 2024	427	Firm change after gap	RIA to state RIA
WELLS FARGO ADVISORS	WEALTH ENHANCEMENT & PRESERVATION	Aug 19, 2008	Mar 29, 2016	2,779	Firm change after gap	Wirehouse to RIA
WACHOVIA SECURITIES, INC.	WELLS FARGO ADVISORS	Jun 21, 2002	Jun 15, 2002	-6	Bulk transfer	Other

Relationships

Registered with (4)

→ RED TRIANGLE, LLCRegistered adviserregistration: current employment
Dec 17, 2024 to presentfactForm ADV
→ WEALTH ENHANCEMENT & PRESERVATIONRegistered adviserregistration: previous registration
Mar 29, 2016 to Oct 17, 2023factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jun 15, 2002 to Aug 19, 2008factForm ADV
→ WACHOVIA SECURITIES, INC.Registered adviserregistration: previous registration
Feb 4, 2002 to Jun 21, 2002factForm ADV

Dated events

Occurred
Oct 17, 2023
Advisor changed firm
Helen Coker Cox left Wealth Enhancement & Preservation for Red Triangle, Llc (registered 2024-12-17)
Form ADVobserved 6 days ago