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DH

Durene M. Helbling

OPENARC CORPORATE ADVISORY
Crawfordville, FL
Some features on this profile are disabled
CRD#: 6720825
DH

Professional summary


Durene Michele Helbling, who also goes by Durene Helbling, Durene Michele Majoli, is a registered financial advisor currently at OPENARC CORPORATE ADVISORY, LLC located in Crawfordville, Florida.

Durene is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Durene has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Durene Helbling | Durene Michele Majoli

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.
Grand 7, LLC; non investment-related business; 4823 Riveredge Drive, Duluth, GA 30096; this is a family LLC that holds real estate properties owned; position is n/a-listed on LLC for estate planning purposes; zero hours per month devoted to the business;

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Durene Michele Helbling's CRS (Customer Relationship Summary).
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

October 14, 2025 - Present

OPENARC CORPORATE ADVISORY, LLC

RIA
CRD#: 336837
Crawfordville, FL
Past

August 30, 2017 - September 24, 2025

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
TALLAHASSEE, FL
Past

April 24, 2017 - September 24, 2025

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
TALLAHASSEE, FL

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
OC
OPENARC CORPORATE ADVISORY, LLC
1330 ADVISORS | OPENARC CORPORATE ADVISORY, LLC | 1330 ADVISORS, LLC

CRD#: 336837 / SEC#: 801-133754

RIA
Registered Investment Advisory firm - (7/8/2025 Approved)

State Registrations and Notice Filings


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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(10/27/2025)
IAR
Georgia
(10/14/2025)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 8/21/2017
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


OC
OPENARC CORPORATE ADVISORY, LLC
1330 ADVISORS | OPENARC CORPORATE ADVISORY, LLC | 1330 ADVISORS, LLC

CRD#: 336837 / SEC#: 801-133754

RIA
Registered Investment Advisory firm - (7/8/2025 Approved)
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Contact information


Main Address
3550 Peachtree Road Ne Floor 7, Atlanta, GA 30326
Mailing Address
Phone number
(844) 648-6001
Established
Firm type
Fiscal year end
# of Employees
140

SEC notice filing (5 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

1330 ADVISORS ADV PART 2A (10/2/2025)

Regulatory assets under management


Total Number of Accounts492
AUM (Assets Under Management)$ 443,705,451

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


OPENARC CORPORATE ADVISORY, LLC

CRD#: 336837Crawfordville, FL

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