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
Arrivals at 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 |
|---|---|---|---|---|---|
| Rustin Jj Feldman | B. Riley Wealth Advisors, Inc. BD affiliated | Helium Advisors LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 2, 2022 | Dec 9, 2022 |
| Violet Amaranth Hungerford | Aprio Wealth Management, LLC independent RIA | Helium Advisors LLC independent RIA | RIA to RIA | Aug 31, 2022 | Dec 9, 2022 (100 d) |
| Cyrus Mcdonald Amini | Highline Wealth Partners independent RIA | Helium Advisors LLC independent RIA | RIA to RIA | Jul 29, 2022 | Jun 1, 2023 (307 d) |
| Matthew M Jensen | Highline Wealth Partners independent RIA | Helium Advisors LLC independent RIA | RIA to RIA | Jul 21, 2022 | Oct 5, 2022 (76 d) |
| Roshan Mahendra Weeramantry | Rina Wealth Management Services LLC independent RIA | Helium Advisors LLC independent RIA | RIA to RIA | May 26, 2022 | Aug 22, 2022 (88 d) |
| Cathie Jean Arthurs | Edelman Financial Engines mixed wealth | Helium Advisors LLC independent RIA | RIA to RIA | Dec 23, 2020 | Jan 28, 2021 (36 d) |
| David Lundberg | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Helium Advisors LLC independent RIA | Wirehouse to independent RIA | Jul 16, 2020 | Jul 10, 2020 |
| Bryan Kiss | Fifth Third Securities, Inc. BD affiliated | Helium Advisors LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 1, 2019 | Jun 15, 2026 (2663 d) |
| Gary Nicholas Russell | Conover Capital Management other | Helium Advisors LLC independent RIA | Other | Apr 12, 2016 | Apr 6, 2016 |
| Howard Alexander Morin | Conover Capital Management other | Helium Advisors LLC independent RIA | Other | Apr 12, 2016 | Apr 6, 2016 |
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10 moves match.