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The Helix Financial Group CRD 147803
$107M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
4425 Plano Parkway Suite 804, Carrolltron, TX 75010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2010-01-06 |
Branch Locations
4425 Plano Parkway Suite 804, Carrolltron, TX 75010 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Helix Financial Group | Addison | TX | 01/2010 | Present |
1) GRYGAR INC., 15851 DALLAS PKWY, STE 600, ADDISON TX 75001, PH 214-561-8662, START 3/3/2002, HRS MO. 1, DUTIES: S CORP SET UP FOR TAX PURPOSES AS WELL TO DO THE ACCTG AND BKKG OF BRANCH 2) SOUTHWESTERN BENEFIT DESIGNERS/BLUE CROSS & BLUE SHIELD , AGENT, 15851 DALLAS PKWY, STE 600, ADDISON TX 75001, PH 214-561-8662, START 9/24/08, TTL HRS MO. 1, DUTIES: AGENT SELLING BLUE CROSS & BLUE SHIELD HEALTHCARE BENEFITS 3)CIGNA, LICENSED AGENT, HRS MO. 1-2, START 9/10/09
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-12-10 |
| S63 | Uniform Securities Agent State Law Examination | 2000-05-10 |
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