# Katrina Helle

Katrina Helle is an investment adviser representative (IAR) with state registration records since 2016, appearing at 9 firms. Currently registered with EDWARD D. JONES & CO., L.P..

## Registration history (9)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [EDWARD D. JONES & CO., L.P.](https://search.stillhousedata.com/firm/250) | 2020-11-20 | present | Yes |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2020-09-30 | 2020-12-07 | — |
| [CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.](https://search.stillhousedata.com/firm/134139) | 2019-11-21 | 2020-10-15 | — |
| [TD AMERITRADE INVESTMENT MANAGEMENT, LLC](https://search.stillhousedata.com/firm/111514) | 2019-01-30 | 2019-09-10 | — |
| [TD AMERITRADE, INC.](https://search.stillhousedata.com/firm/7870) | 2019-01-30 | 2019-09-10 | — |
| [PRUCO SECURITIES, LLC](https://search.stillhousedata.com/firm/5685) | 2018-09-25 | 2019-01-09 | — |
| [EQUITRUST INVESTMENT MANAGEMENT SERVICES, INC.](https://search.stillhousedata.com/firm/5308) | 2017-07-28 | 2018-08-27 | — |
| [BANCWEST INVESTMENT SERVICES, INC.](https://search.stillhousedata.com/firm/29357) | 2016-10-25 | 2017-06-23 | — |
| [MSI FINANCIAL SERVICES, INC.](https://search.stillhousedata.com/firm/14251) | 2016-03-18 | 2016-10-19 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5771379)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5771379.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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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.