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222 Ne Park Plaza Dr Park Tower Iii, Suite 116, Vancouver, WA 98684 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-01-21 |
| TX | RA | APPROVED_RES | 2026-01-21 |
| CA | RA | APPROVED | 2026-01-20 |
| WA | RA | APPROVED | 2026-01-20 |
Branch Locations
222 Ne Park Plaza Dr Park Tower Iii, Suite 116, Vancouver, WA 98684 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Miracle Mile Advisors | Los Angeles | CA | 06/2012 | 08/2018 |
| B Riley Wealth Management | Los Angeles | CA | 08/2018 | 12/2022 |
| Helium Advisors | Vancouver | WA | 12/2022 | Present |
| Helium Advisors Llc | Everett | WA | 12/2022 | Present |
1) Insurance related sales- Term insurance, Whole Life, IUL 2)Rustin JJ Feldman is a Insurance Agent at Licensed Insurance Agent; Investment related: No; Location: 222 NE Park Plaza Drive, Park Tower III, Suite 116, Vancouver, WA 98684; Start date: 2022-09-01; Description and Responsibilities Duties: As a licensed insurance agent, Morgan, Rustin, and Roshan can sell life insurance policies. 0 Hours per month during trading; 2 Hours per month outside trading;1% of total yearly compensation to the business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-10-07 |
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