# JOHN HELMS

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..

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [SARASOTA CAPITAL STRATEGIES,INC.](https://search.stillhousedata.com/firm/125951) | 2025-07-03 | present | Yes |
| [ACCURATE WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/298137) | 2020-04-22 | 2022-03-16 | — |
| [J. W. COLE ADVISORS, INC.](https://search.stillhousedata.com/firm/112294) | 2019-04-23 | 2020-04-24 | — |
| [GLOBAL FINANCIAL PRIVATE CAPITAL, INC.](https://search.stillhousedata.com/firm/132070) | 2018-07-20 | 2019-04-24 | — |
| [SARASOTA CAPITAL STRATEGIES,INC.](https://search.stillhousedata.com/firm/125951) | 2012-11-08 | 2014-08-07 | — |
| [TRANSAMERICA FINANCIAL ADVISORS, LLC](https://search.stillhousedata.com/firm/16164) | 2000-09-13 | 2004-04-02 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2596654)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2596654.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.