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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-05 |
| FL | RA | APPROVED | 2023-10-25 |
Branch Locations
3300 Pga Blvd. Suite 970, Palm Beach Gardens, FL 33410 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Helius Wealth Management | Palm Beach Gardens | FL | 07/2021 | 02/2023 |
| Keiser University | West Palm Beach | FL | 09/2020 | 07/2021 |
| Keiser University | West Palm Beach | FL | 08/2018 | 09/2020 |
| Dahl's Hotell | Loddekopinge | 06/2014 | 05/2017 | |
| Barsebacks Hamnkrog | Barsebackshamn | 05/2018 | 07/2018 | |
| Ica | Loddekopinge | 05/2019 | 07/2020 | |
| Procivitas | Malmo | 08/2014 | 06/2017 | |
| Keiser University | West Palm Beach | FL | 08/2017 | 05/2021 |
| Raymond James Financial Services, Inc | Palm Beach Gardens | FL | 02/2023 | Present |
| Raymond James Financial Services Advisors, Inc | Palm Beach Gardens | FL | 10/2023 | Present |
(1)Name of Business: Helius Wealth Management Address: 3300 Pga Blvd Ste 970, Palm Beach Gardens, FL, 33410, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/14/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Client support, data entry, meeting prep, insurance and annuity paperwork, 401k account opening and maintenance, client meetings and acquisition.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-17 |
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