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 Helium Advisors LLC
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 |
|---|---|---|---|---|---|
| Violet Amaranth Hungerford | Helium Advisors LLC independent RIA | Hyphen Wealth Management no RAUM | RIA to a newly registered adviser | Oct 7, 2025 | Dec 9, 2025 (63 d) |
| Roshan Mahendra Weeramantry | Helium Advisors LLC independent RIA | Hyphen Wealth Management no RAUM | RIA to a newly registered adviser | Aug 18, 2025 | Sep 3, 2025 |
| Cyrus Mcdonald Amini | Helium Advisors LLC independent RIA | Hyphen Wealth Management no RAUM | RIA to a newly registered adviser | Aug 18, 2025 | Sep 3, 2025 |
| Matthew M Jensen | Helium Advisors LLC independent RIA | Cutler Investment Group independent RIA | RIA to RIA | Jan 22, 2024 | Apr 17, 2024 (86 d) |
| Cathie Jean Arthurs | Helium Advisors LLC independent RIA | Wayfinding Financial, LLC independent RIA | RIA to RIA | Dec 7, 2021 | Dec 8, 2021 |
| David Lundberg | Helium Advisors LLC independent RIA | Equitable Advisors, LLC national BD | RIA to affiliated broker-dealer or bank | Nov 13, 2020 | Nov 27, 2020 |
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6 moves match.