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15709 Whelchel Drive, Fishers, IN 46037 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-06-29 |
Branch Locations
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rushabh Investments Llc | Barrington | IL | 01/2008 | 12/2019 |
| Bgm Trunorth Wealth Partners Llc | St. Paul | MN | 11/2015 | 10/2016 |
| Trunorth Wealth Partners | St. Paul | MN | 10/2016 | 03/2017 |
| Protectio Investments Llc | Edina | MN | 03/2017 | 05/2021 |
| Prosperity Capital Advisors | Westlake | OH | 01/2019 | 05/2021 |
| Valor Capital Management | Westlake | OH | 01/2019 | 05/2021 |
| Invst, Inc | Indianapolis | IN | 05/2021 | 06/2026 |
| Helix Wealth Llc | Fishers | IN | 06/2026 | Present |
1. Related LLC (owner/operator) - 5 hours per week - not investment related. 2. Super Amplify LLC (owner/operator) - 15 hours per week - not investment related. 3. MyRetirementPlan.AI, Inc. (owner/operator) - 5 hours per week - developing retirement planning tools. 4. Protectio Investments LLC (owner/operator) - 1 hour per week - no longer registered/inactive. 5. Elite Hockey Players LLC dba My Edge Hockey (owner/operator) - 1 hour per week - not investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-07-29 |
| S63 | Uniform Securities Agent State Law Examination | 2011-09-22 |
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