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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2024-10-24 |
| TX | RA | APPROVED_RES | 2024-10-24 |
Branch Locations
100 Washington Street Ne Suite 101, Huntsville, AL 35801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Coast Community Bank | Fernandina Beach | FL | 09/2016 | 10/2016 |
| Synovus Securities Inc. | Huntsville | AL | 06/2010 | 10/2024 |
| Synovus Bank | Huntsville | AL | 06/2010 | 10/2024 |
| Raymond James Financial Services, Inc. | Huntsville | AL | 10/2024 | Present |
| Raymond James Financial Services Advisors, Inc. | Huntsville | AL | 10/2024 | Present |
(1)Name of Business: Helton Wealth Management Address: 100 Washington St NE Ste 101, Huntsville, AL, 35801-4860, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 10/28/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 11-20 Description of duties: Managing member of LLC. This business will mainly be used to receive and pay expenses. (2)Name of Business: Helton Wealth Management Address: 100 Washington St NE Ste 101, Huntsville, AL, 35801-4860, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 08/01/2025 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 11-20 Description of duties: Selling fixed annuities and fixed insurance
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-11-09 |
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