JOHN HELMS is an investment adviser representative (IAR) with state registration records since 2000, appearing at 5 firms. Currently registered with SARASOTA CAPITAL STRATEGIES,INC..
| Firm | From | To | Current |
|---|---|---|---|
| SARASOTA CAPITAL STRATEGIES,INC. | 2025-07-03 | present | Yes |
| ACCURATE WEALTH MANAGEMENT, LLC | 2020-04-22 | 2022-03-16 | — |
| J. W. COLE ADVISORS, INC. | 2019-04-23 | 2020-04-24 | — |
| GLOBAL FINANCIAL PRIVATE CAPITAL, INC. | 2018-07-20 | 2019-04-24 | — |
| SARASOTA CAPITAL STRATEGIES,INC. | 2012-11-08 | 2014-08-07 | — |
| TRANSAMERICA FINANCIAL ADVISORS, LLC | 2000-09-13 | 2004-04-02 | — |