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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 | Sep 3, 2025 | n/a | yes | LAFAYETTE, CA | Current employment |
| HELIUM ADVISORS LLC | Independent wealth | Aug 22, 2022 | Aug 18, 2025 | no | VANCOUVER, WA|Berkeley, CA|EVERETT, WA | Previous registration |
| RINA WEALTH MANAGEMENT SERVICES LLC | Former SEC adviser | Oct 9, 2018 | May 26, 2022 | no | Oakland, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| HELIUM ADVISORS LLC | HYPHEN WEALTH MANAGEMENT | Aug 18, 2025 | Sep 3, 2025 | 16 | Firm change | RIA to new firm |
| RINA WEALTH MANAGEMENT SERVICES LLC | HELIUM ADVISORS LLC | May 26, 2022 | Aug 22, 2022 | 88 | Firm change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 282356:338134:WA:2025-08-18 | Aug 18, 2025 | Sep 3, 2025 | EVERETT, WA | Firm change |