Timothy John Helfer

Rbc Capital Markets, LLC

Overland Park, KS

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Current Employers

Rbc Capital Markets, Llc

200 Vesey St., New York, NY 10281 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2026-01-14
KS	RA	APPROVED	2025-11-20

TX RA
APPROVED_RES

Since 2026-01-14
KS RA
APPROVED

Since 2025-11-20

Branch Locations

Overland Park, KS • United States

4001 W. 114Th St Suite 200, Leawood, KS 66211-2604 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Lincoln Financial Advisors Corporation	Overland Park	KS	06/1998	08/2021
Sanctuary Wealth	Overland Park	KS	08/2021	11/2025
The Leaders Group Inc	Littleton	CO	02/2024	11/2025
Midwest Trust Holding Co.	Leawood	KS	12/2022	11/2025
Rbc Capital Markets, Llc	Leawood	KS	11/2025	Present

06/1998 → 08/2021

Lincoln Financial Advisors Corporation

Overland Park, KS
08/2021 → 11/2025

Sanctuary Wealth

Overland Park, KS
02/2024 → 11/2025

The Leaders Group Inc

Littleton, CO
12/2022 → 11/2025

Midwest Trust Holding Co.

Leawood, KS
11/2025 → Present

Rbc Capital Markets, Llc

Leawood, KS

Previous Registrations

2021-08-17 → 2024-02-20

Sanctuary Advisors, Llc

Overland Park, KS

Miami, FL

Leawood, KS
1999-09-01 → 2021-08-11

Osaic Fa, Inc.

Overland Park, KS

Overland Park, KS

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1987-08-17

S63 Uniform Securities Agent State Law Examination

1987-08-17

Other Names

Timothy J Helfer

View on SEC IAPD

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