Violet A. Hungerford

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CRD#: 7517388

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Violet Amaranth Hungerford, who also goes by Joshua C Hungerford, was a registered financial professional .

Violet is a previously registered financial professional and started their career in finance in 2022. Violet had worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Aliases

Joshua C Hungerford

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

December 9, 2022 - October 7, 2025

HELIUM ADVISORS LLC

RIA

CRD#: 282356

EVERETT, WA

Past

August 10, 2022 - August 31, 2022

APRIO WEALTH MANAGEMENT, LLC

RIA

CRD#: 127333

WALNUT CREEK, CA

Past

May 7, 2022 - December 21, 2022

RINA WEALTH MANAGEMENT SERVICES LLC

RIA

CRD#: 288688

WALNUT CREEK, CA

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".

HELIUM ADVISORS LLC

HELIUM ADVISORS | HELIUM ADVISORS LLC

CRD#: 282356 / SEC#: 801-126557

RIA

Registered Investment Advisory firm - (9/15/2022 Approved)

Arizona

Registered Investment Advisory firm - (12/7/2022 Terminated)

California

Registered Investment Advisory firm - (1/6/2023 Terminated)

Texas

Registered Investment Advisory firm - (12/7/2022 Terminated)

Washington

Registered Investment Advisory firm - (1/11/2023 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/6/2022

Uniform Investment Adviser Law Examination

Current Firm

HELIUM ADVISORS LLC

HELIUM ADVISORS | HELIUM ADVISORS LLC

CRD#: 282356 / SEC#: 801-126557

RIA

Registered Investment Advisory firm - (9/15/2022 Approved)

Arizona

Registered Investment Advisory firm - (12/7/2022 Terminated)

California

Registered Investment Advisory firm - (1/6/2023 Terminated)

Texas

Registered Investment Advisory firm - (12/7/2022 Terminated)

Washington

Registered Investment Advisory firm - (1/11/2023 Terminated)

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Contact information

Main Address

222 Ne Park Plaza Dr Park Tower Iii, Suite 116, Vancouver, WA 98684

Mailing Address

Phone number

(425) 214-1533

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

HELIUM ADVISORS LLC FORM ADV PART 2 06.2025 (10/15/2025)

Regulatory assets under management

Total Number of Accounts	896
AUM (Assets Under Management)	$ 308,092,194

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.

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Violet A. Hungerford

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

HELIUM ADVISORS LLC

APRIO WEALTH MANAGEMENT, LLC

RINA WEALTH MANAGEMENT SERVICES LLC

Primary Firm SEC Registration

HELIUM ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/6/2022

Current Firm

HELIUM ADVISORS LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

HELIUM ADVISORS LLC

TRUST BUT VERIFY

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