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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)44 years in industry

DOROTHY MARGUERITE BELVILLE

Advisor at CETERA INVESTMENT ADVISERS LLC

MONTEREY, CA

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Search this name across graphsid dfx:ria:93881fd7-89bd-3abb-1fa8-142f6bc82047

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:08 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jan 12, 1995 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CETERA INVESTMENT ADVISERS LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 12, 1982earliest registration or exam on IAPD
Years in industry: 44derivedfrom the industry start date
Years at current firm: 31derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 2
Registered states: 2
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Mar 12, 1982
First registration: Jan 12, 1995
Dual registered: yes, broker-dealer
Other names: DOROTHY FRY|DOROTHY M BELVILLE|DOROTHY MARGUERIT FRY
IAPD individual key: 718668

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CETERA INVESTMENT ADVISERS LLC	Bd affiliated wealth	Mar 21, 2024	n/a	yes	MONTEREY, CA	Current employment
BELVILLE FINANCIAL ADVISORS	State registered	Jan 1, 1995	n/a	yes	MONTEREY, CA	Current employment
PACIFIC WEST FINANCIAL CONSULTANTS INC	Former SEC adviser	Jul 13, 2009	Feb 2, 2012	no	RENTON, WA	Previous registration
PARTNERVEST ADVISORY SERVICES LLC	Former SEC adviser	Dec 11, 2006	Jul 13, 2009	no	MONTEREY, CA\|SANTA BARBARA, CA	Previous registration
ASSOCIATED PLANNERS INVESTMENT ADVISORY INC	n/a	Jan 12, 1995	Dec 11, 2006	no	MONTEREY, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
PACIFIC WEST FINANCIAL CONSULTANTS INC	CETERA INVESTMENT ADVISERS LLC	Feb 2, 2012	Mar 21, 2024	4,431	Firm change after gap	Other
PARTNERVEST ADVISORY SERVICES LLC	PACIFIC WEST FINANCIAL CONSULTANTS INC	Jul 13, 2009	Jul 13, 2009	0	Firm change	Other
ASSOCIATED PLANNERS INVESTMENT ADVISORY INC	PARTNERVEST ADVISORY SERVICES LLC	Dec 11, 2006	Dec 11, 2006	0	Firm change	Other

Relationships

Registered with (5)

→ CETERA INVESTMENT ADVISERS LLCRegistered adviserregistration: current employment
Mar 21, 2024 to presentfactForm ADV
→ BELVILLE FINANCIAL ADVISORSRegistered adviserregistration: current employment
Jan 1, 1995 to presentfactForm ADV
→ PACIFIC WEST FINANCIAL CONSULTANTS INCRegistered adviserregistration: previous registration
Jul 13, 2009 to Feb 2, 2012factForm ADV
→ PARTNERVEST ADVISORY SERVICES LLCRegistered adviserregistration: previous registration
Dec 11, 2006 to Jul 13, 2009factForm ADV
→ ASSOCIATED PLANNERS INVESTMENT ADVISORY INCRegistered adviserregistration: previous registration
Jan 12, 1995 to Dec 11, 2006factForm ADV

Dated events

No dated event names this entity yet.