Dalton Jacob Helvey

Current Employers

1977 Wealth, Llc

2125 Biscayne Blvd. Suite 204 #27449, Miami, FL 33137 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2026-08-17
TX	RA	APPROVED_RES	2026-08-06

FL RA
APPROVED

Since 2026-08-17
TX RA
APPROVED_RES

Since 2026-08-06

Branch Locations

2125 Biscayne Blvd. Suite 204 #27449, Miami, FL 33137 • 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

Organization	City	State	From	To
Wall Wealth Management, Llc	Palm Beach Gardens	FL	01/2019	05/2019
Vfg Associates, Llc	Livonia	MI	04/2015	12/2018
University Of Michigan-Dearborn	Dearborn	MI	09/2013	12/2018
Wall Wealth Management	Palm Beach Gardens	FL	06/2019	Present
1977 Wealth, Llc	Palm Beach Gardens	FL	07/2026	Present

01/2019 → 05/2019

Wall Wealth Management, Llc

Palm Beach Gardens, FL
04/2015 → 12/2018

Vfg Associates, Llc

Livonia, MI
09/2013 → 12/2018

University Of Michigan-Dearborn

Dearborn, MI
06/2019 → Present

Wall Wealth Management

Palm Beach Gardens, FL
07/2026 → Present

1977 Wealth, Llc

Palm Beach Gardens, FL

Previous Registrations

2019-06-06 → 2026-08-28

U.S. Private Wealth, Llc

Palm Beach Gardens, FL

Other Businesses

1. Lionkey Capital, LLC; Investment related; Hedge Fund; Manager; U.S. Private Wealth is the management company for this fund; 20+ hrs./ month; 2 hrs.; Portfolio Management, Fund Formation, Raising Capital.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2019-05-29

S65 Uniform Investment Adviser Law Examination

2019-05-29

View on SEC IAPD