Helen Ruth Alexander

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
WA	RA	APPROVED	2025-11-04
OR	RA	APPROVED	2025-10-09
TX	RA	APPROVED	2025-10-09

WA RA
APPROVED

Since 2025-11-04
OR RA
APPROVED

Since 2025-10-09
TX RA
APPROVED

Since 2025-10-09

Branch Locations

822 Commerce Ave, Longview, WA 98632 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Cuna Mutual Group	Waverly	IA	07/2011	04/2022
Cuna Brokerage Services, Inc	Waverly	IA	07/2011	04/2022
Trajan Wealth, L.L.C.	Scottsdale	AZ	07/2023	10/2025
Retirement	Maricipa	AZ	05/2022	06/2023
Fibre Federal Credit Union	Longview	WA	10/2025	Present
Lpl Financial Llc	Longview	WA	10/2025	Present

07/2011 → 04/2022

Cuna Mutual Group

Waverly, IA
07/2011 → 04/2022

Cuna Brokerage Services, Inc

Waverly, IA
07/2023 → 10/2025

Trajan Wealth, L.L.C.

Scottsdale, AZ
05/2022 → 06/2023

Retirement

Maricipa, AZ
10/2025 → Present

Fibre Federal Credit Union

Longview, WA
10/2025 → Present

Lpl Financial Llc

Longview, WA

Previous Registrations

2023-09-15 → 2025-10-28

Trajan Wealth, L.L.C.

Scottsdale, AZ
2011-07-27 → 2022-05-02

Cuna Brokerage Services, Inc.

Longview, WA

Castle Rock, WA

Portland, OR

Longview, WA

Albany, OR

Beaverton, OR

Vancouver, WA

Milwaukie, OR

Vancouver, WA

Maricipa, AZ
2008-05-27 → 2009-12-16

U.S. Bancorp Investments, Inc.

Hillsboro, OR

Cornelius, OR

Forest Grove, OR
2005-09-26 → 2008-01-17

Cuna Brokerage Services, Inc.

Beaverton, OR

Portland, OR
2005-01-21 → 2005-09-12

Cuso Financial Services, L.P.

Oregon City, OR
2002-04-09 → 2004-12-31

Cuna Brokerage Services, Inc.

Oregon City, OR

Other Businesses

1- 09/2025 /Investment products and services are offered through LPL Financial LLC using the DBA/ Fibre Financial Group / Investment Related / At reported business location(s) 2- 09/2025 / Helen Alexander / Tax Prep/Accounting/CPA / Investment Related

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2025-10-27
S66	Uniform Combined State Law Examination	2005-12-21

S63 Uniform Securities Agent State Law Examination

2025-10-27
S66 Uniform Combined State Law Examination

2005-12-21

Designations

Other Names

Helen Ruth Roberts
Helen Ruth Mason
Helen Ruth Mason

View on SEC IAPD