DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Advisor moves
Departures from Helmstar Wealth Management
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Jacob Anthony Williams | Helmstar Wealth Management independent RIA | Becker Capital Management, Inc. independent RIA | RIA to RIA | Jan 19, 2026 | Jan 15, 2026 |
| Abigail Melissa Adams | Helmstar Wealth Management independent RIA | Strategic Advisers LLC national BD | RIA to affiliated broker-dealer or bank | Aug 21, 2025 | Sep 15, 2025 |
| Robert Harley Flagler | Helmstar Wealth Management independent RIA | Rw Investment Management LLC independent RIA | RIA to RIA | Sep 20, 2024 | Apr 20, 2026 (577 d) |
| Brandee Lynn Schuelke | Helmstar Wealth Management independent RIA | Raymond James Financial Services Advisors, Inc BD affiliated | RIA to affiliated broker-dealer or bank | Aug 19, 2021 | Mar 21, 2022 (214 d) |
| Brian James Wiley | Helmstar Wealth Management other | Financial Insight Center other | Other | Aug 1, 2011 | May 17, 2010 |
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5 moves match.