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One Belmont Avenue Suite 1000, Bala Cynwyd, PA 19004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-29 |
Branch Locations
5921 Lovell Avenue Ste A, Fort Worth, TX 76107 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Awh Financial, Llc | Bala Cynwyd | PA | 01/2026 | Present |
| Helms Tax Strategy, Llc | Fort Worth | TX | 03/2023 | Present |
| Ulterra Drilling Technologies, Inc | Fort Worth | TX | 10/2021 | 03/2023 |
| Critical Project Services, Llc | Irving | TX | 02/2021 | 06/2021 |
| Evoque Data Centers | Las Colinas | TX | 04/2019 | 02/2021 |
| Us Concrete | Euless, | TX | 01/2018 | 03/2019 |
| Exxonmobil | Fort Worth | TX | 08/2013 | 01/2018 |
| Unemployed | Fort Worth | TX | 07/2021 | 10/2021 |
Name: Helms Tax Strategy, PLLC, Not Investment Related, Address: 5921 Lovell Ave Ste A Fort Worth, TX 76107, Nature: Tax and accounting firm, Position: President, Tax Strategist, Hours per month: 140, Hours during trading hours: 140, Duties: Prepare and review tax returns, provide tax strategy and CFO services, review accounting work
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