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Helium Advisors LLC CRD 282356
$234M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
222 Ne Park Plaza Dr Park Tower Iii, Suite 116, Vancouver, WA 98684 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
Wally Products, LLC - 3250 Farmington Dr., Atlanta, GA - specialty product design - co-owner - 1 hr/yr (0 during trade hrs) - not investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-09-21 |
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