Ricky David Helms

Current Employers

Employment History

• 10/2010 → 08/2020
  Bb&T
  College Station, TX
• 08/2020 → 02/2021
  Unemployed
  College Station, TX
• 03/2021 → 12/2021
  Raymond James Financial Services, Inc.
  Bryan, TX
• 03/2021 → 12/2021
  Raymond James Financial Services Advisors, Inc.
  Bryan, TX
• 03/2021 → 12/2021
  The Bank & Trust
  Bryan, TX
• 03/2021 → 12/2021
  Anco Investment Services
  Bryan, TX
• 12/2021 → 06/2022
  Unemployed
  College Station, TX
• 06/2022 → 10/2022
  Fidelity Investments
  Huntersville, NC
• 12/2022 → 04/2024
  Lpl Financial
  Cornelius, NC
• 10/2022 → 05/2024
  United Community Bank
  Cornelius, NC
• 06/2024 → Present
  U.S. Bank
  Charlotte, NC
• 08/2024 → 02/2026
  U.S. Bancorp Investments, Inc.
  Charlotte, NC
• 02/2026 → Present
  U.S. Bancorp Advisors, Llc
  Charlotte, NC

Previous Registrations

• 2024-08-07 → 2026-02-13
  U.S. Bancorp Investments, Inc.
  Charlotte, NC
• 2023-12-07 → 2024-05-01
  Lpl Financial Llc
  Cornelius, NC
  Cornelius, NC
  San Diego, CA
• 2022-11-18 → 2022-12-31
  Fintrust Capital Advisors, Llc
  Cornelius, NC
  Greenville, SC
• 2022-09-06 → 2022-10-10
  Fidelity Personal And Workplace Advisors
  Huntersville, NC
• 2021-03-15 → 2021-12-15
  Raymond James Financial Services Advisors, Inc
  Bryan, TX
• 2018-01-02 → 2020-08-31
  Bb&T Securities, Llc
  Charlotte, NC
  College Station, TX
• 2016-01-04 → 2018-01-02
  Bb&T Investment Services, Inc.
  Charlotte, NC
  College Station, TX

Other Businesses

Directions USA; Not investment-related; Greensboro, NC; Modeling; Model; 10/2024; less than 10 hours/month; less than 10 hours/trading; My wife and kids are models and very rarely will we be asked to do a family photo shoot in which I will be asked to model alongside them.

Exams

• S66 Uniform Combined State Law Examination
  2015-12-31

Other Names

• Ricky David Helms
• Ricky David Helms