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MA

Melissa A. Armentrout

EASTDIL SECURED ADVISORS LLC
Santa Monica, CA 90401
Some features on this profile are disabled
CRD#: 5641243
MA

Professional summary

Melissa Ann Armentrout, who also goes by Melissa Ann Helfrich, Melissa Helfrich, is a registered financial professional currently at EASTDIL SECURED ADVISORS LLC located in Santa Monica, California.

Melissa is registered as a RR (Registered Representative) and started their career in finance in 2009. Melissa has worked at 2 firms and has passed the Series 99TO, Series 79TO, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Melissa Ann Helfrich | Melissa Helfrich

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Melissa Ann Armentrout's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

February 1, 2022 - Present

EASTDIL SECURED ADVISORS LLC

Office #1: 100 Wilshire Blvd., Suite 1500, Santa Monica, CA 90401
BD
CRD#: 304434
Santa Monica, CA
Past

March 11, 2009 - January 7, 2022

WELLS FARGO SECURITIES, LLC

BD
CRD#: 126292
CHARLOTTE, NC

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/10/2009
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

ES
EASTDIL SECURED ADVISORS LLC
EASTDIL SECURED ADVISORS LLC

CRD#: 304434 / SEC#: , 8-70367

BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information

Main Address
100 Wilshire Blvd Suite 1500, Santa Monica, CA 90401
Mailing Address
100 Wilshire Blvd Suite 1500, Santa Monica, CA 90401
Phone number
(310) 526-9000
Established
Delaware since 05/23/2019
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
EASTDIL SECURED ADVISORS HOLDINGS LTD.SOLE MEMBER
BONINA, CAROLE ANGELACCO/PRINCIPAL2993602
PORTNOFF, DAVID ROSSFINOP/PFO/POO2977967
VAN KONYNENBURG, DERK MICHAELPRESIDENT/PRINCIPAL1487741

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

EASTDIL SECURED ADVISORS LLC

CRD#: 304434Santa Monica, CA 90401

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