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Derek P Helman

Edward Jones

Martinsburg, WV

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Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
WV RA APPROVED 2022-08-26
TX RA APPROVED_RES 2022-08-25
  • WV RA
    APPROVED
    Since 2022-08-26
  • TX RA
    APPROVED_RES
    Since 2022-08-25

Branch Locations

253 Aikens Center Ste 3, Martinsburg, WV 25404 • 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 Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Covington KY 01/2016 10/2016
Brother's Pizza & Restaurant, Llc Martinsburg WV 01/2008 07/2018
Brother's Express Hagerstown, Llc Hagerstown MD 01/2016 03/2018
Liberty University Lynchburg VA 02/2012 04/2019
Scf Securities, Inc Fresno CA 07/2017 10/2018
Brother'S Pizza Express Hagerstown MD 01/2016 03/2018
Merrill Lynch, Pierce, Fenner & Smith Incorporated Chambersburg PA 03/2019 03/2021
Ess Cherry Hill NJ 11/2018 02/2019
Mission Financial Advisors Martinsburg WV 08/2017 10/2018
Bank Of America, N.A. Chambersburg PA 05/2019 03/2021
Scf Securities, Inc Fresno CA 03/2021 08/2022
Scf Investment Advisors, Inc Fresno CA 03/2021 08/2022
Edward Jones St Louis MO 08/2022 Present
  • 01/2016 → 10/2016
    Fidelity Investments
    Covington, KY
  • 01/2008 → 07/2018
    Brother's Pizza & Restaurant, Llc
    Martinsburg, WV
  • 01/2016 → 03/2018
    Brother's Express Hagerstown, Llc
    Hagerstown, MD
  • 02/2012 → 04/2019
    Liberty University
    Lynchburg, VA
  • 07/2017 → 10/2018
    Scf Securities, Inc
    Fresno, CA
  • 01/2016 → 03/2018
    Brother'S Pizza Express
    Hagerstown, MD
  • 03/2019 → 03/2021
    Chambersburg, PA
  • 11/2018 → 02/2019
    Ess
    Cherry Hill, NJ
  • 08/2017 → 10/2018
    Mission Financial Advisors
    Martinsburg, WV
  • 05/2019 → 03/2021
    Bank Of America, N.A.
    Chambersburg, PA
  • 03/2021 → 08/2022
    Scf Securities, Inc
    Fresno, CA
  • 03/2021 → 08/2022
    Scf Investment Advisors, Inc
    Fresno, CA
  • 08/2022 → Present
    St Louis, MO
Previous Registrations
Other Businesses

Rental Property Type: Own a rental home Date: 02/25/09 Title: Homeowner Trad Hrs: 0 Tot Hrs: 0 Desc: This was my wife's house before we got married. We decided to rent it instead of selling it. We have a management company that handles everything. City-State: North Charleston SC Lilian Besore Memorial Library Greencastle, PA Start date: 4/3/2025 Treasurer Hours per week: 0 Hours during trading: 0 Desc: access to bank accounts, and check writing authority. Checks are signed by two people not just myself.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-05-24
S63 Uniform Securities Agent State Law Examination 2016-03-11
  • S66 Uniform Combined State Law Examination
    2019-05-24
  • S63 Uniform Securities Agent State Law Examination
    2016-03-11
Designations
Other Names
  • Derek Paul Helman
  • Derek Helman

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