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Current Employers
Helium Advisors Llc

222 Ne Park Plaza Dr Park Tower Iii, Suite 116, Vancouver, WA 98684 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2026-06-15
  • GA RA
    APPROVED
    Since 2026-06-15

Branch Locations

303 Perimeter Center North Suite 300, Atlanta, GA 30346 • United States

222 Ne Park Plaza Dr Park Tower Iii, Suite 116, Vancouver, WA 98684 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Truist Bank Atlanta GA 07/2019 05/2026
Helium Advisors Llc Vancouver WA 05/2026 Present
Suntrust Bank Atlanta GA 09/2008 06/2017
Fifth Third Securities Atlanta GA 06/2017 06/2019
  • 07/2019 → 05/2026
    Truist Bank
    Atlanta, GA
  • 05/2026 → Present
    Vancouver, WA
  • 09/2008 → 06/2017
    Suntrust Bank
    Atlanta, GA
  • 06/2017 → 06/2019
    Fifth Third Securities
    Atlanta, GA
Previous Registrations
Other Businesses

Wally Products, LLC - 3250 Farmington Dr., Atlanta, GA - specialty product design - co-owner - 1 hr/yr (0 during trade hrs) - not investment related.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2017-09-21
  • S63 Uniform Securities Agent State Law Examination
    2017-09-21
Designations

View on SEC IAPD

Other Firms

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Other Offices

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