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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)28 years in industry

BETHANY ANNE DEVER

Advisor at LPL FINANCIAL LLC

HANOVER, MA

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Search this name across graphsid dfx:ria:957337e1-37b9-406c-296a-e030ce4f4d6f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:24 AM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 1
On other graphs: 0
Observed: Feb 2, 2001 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: LPL FINANCIAL 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: Aug 24, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 11
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Aug 24, 1998
First registration: Feb 2, 2001
Dual registered: yes, broker-dealer
Other names: BETHANY ANNE BRUCE|BETHANY ANNE DEVER|Bethany Dever
IAPD individual key: 2695179

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
LPL FINANCIAL LLC	Bd affiliated wealth	Mar 25, 2025	n/a	yes	HANOVER, MA	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Aug 11, 2020	Dec 3, 2024	no	HINGHAM, MA	Previous registration
MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC	Independent wealth	Mar 5, 2019	Jun 10, 2020	no	Falmouth, MA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Aug 15, 2016	Jun 17, 2020	no	WEST TISBURY, MA\|FALMOUTH, MA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	May 6, 2015	Aug 4, 2016	no	MARSTONS MILLS, MA\|HINGHAM, MA\|MARSTONS MILLS, MA\|BOSTON, MA\|MARSTONS MILLS, MA\|BOSTON, MA\|SOUTH YARMOUTH, MA	Previous registration
OSAIC INSTITUTIONS, INC.	Bd affiliated wealth	Feb 6, 2012	Mar 10, 2014	no	MERIDEN, CT\|WEST TISBURY, MA\|WOODS HOLE, MA\|EDGARTOWN, MA\|VINEYARD HAVEN, MA	Previous registration
CITIZENS SECURITIES, INC.	Bd affiliated wealth	Sep 3, 2008	Jan 24, 2012	no	ORLEANS, MA\|ORLEANS, MA\|HARWICH, MA\|SOUTH YARMOUTH, MA\|SO YARMOUTH, MA\|SOUTH YARMOUTH, MA\|FALMOUTH, MA\|EAST WAREHAM, MA\|EAST FALMOUTH, MA\|MARSTONS MILLS, MA\|SOUTH DENNIS, MA\|SO. DENNIS, MA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	May 27, 2008	Aug 25, 2008	no	CEDARVILLE, MA\|CARVER, MA\|PLYMOUTH, MA\|PLYMOUTH, MA\|PLYMOUTH, MA	Previous registration
IFMG SECURITIES, INC.	n/a	Aug 8, 2007	May 27, 2008	no	PLYMOUTH, MA\|PLYMOUTH, MA\|CEDARVILLE, MA\|CARVER, MA\|PLYMOUTH, MA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Jan 18, 2007	Jul 26, 2007	no	SALEM, MA	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Apr 13, 2001	Feb 16, 2005	no	BOSTON, MA	Previous registration
FIDELITY PERSONAL TRUST COMPANY, FSB	n/a	Feb 2, 2001	Mar 28, 2007	no	BOSTON, MA	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
FIDELITY PERSONAL AND WORKPLACE ADVISORS	LPL FINANCIAL LLC	Dec 3, 2024	Mar 25, 2025	112	Firm change	Ibd to ibd
LPL FINANCIAL LLC	MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC	Jun 17, 2020	Mar 5, 2019	-470	Firm change after gap	Other
MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jun 10, 2020	Aug 11, 2020	62	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	LPL FINANCIAL LLC	Aug 4, 2016	Aug 15, 2016	11	Firm change	Other
OSAIC INSTITUTIONS, INC.	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Mar 10, 2014	May 6, 2015	422	Firm change after gap	Other
CITIZENS SECURITIES, INC.	OSAIC INSTITUTIONS, INC.	Jan 24, 2012	Feb 6, 2012	13	Firm change	Other
LPL FINANCIAL LLC	CITIZENS SECURITIES, INC.	Aug 25, 2008	Sep 3, 2008	9	Firm change	Other
IFMG SECURITIES, INC.	LPL FINANCIAL LLC	May 27, 2008	May 27, 2008	0	Bulk transfer	Other
LPL FINANCIAL LLC	IFMG SECURITIES, INC.	Jul 26, 2007	Aug 8, 2007	13	Firm change	Other
FIDELITY PERSONAL TRUST COMPANY, FSB	STRATEGIC ADVISERS LLC	Mar 28, 2007	Apr 13, 2001	-2,175	Firm change after gap	Other
STRATEGIC ADVISERS LLC	LPL FINANCIAL LLC	Feb 16, 2005	Jan 18, 2007	701	Firm change after gap	Other

Relationships

Registered with (9)

→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Aug 15, 2016 to Jun 17, 2020factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Aug 11, 2020 to Dec 3, 2024factForm ADV
→ MARTHA'S VINEYARD INVESTMENT ADVISORS, LLCRegistered adviserregistration: previous registration
Mar 5, 2019 to Jun 10, 2020factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
May 6, 2015 to Aug 4, 2016factForm ADV
→ OSAIC INSTITUTIONS, INC.Registered adviserregistration: previous registration
Feb 6, 2012 to Mar 10, 2014factForm ADV
→ CITIZENS SECURITIES, INC.Registered adviserregistration: previous registration
Sep 3, 2008 to Jan 24, 2012factForm ADV
→ IFMG SECURITIES, INC.Registered adviserregistration: previous registration
Aug 8, 2007 to May 27, 2008factForm ADV
→ FIDELITY PERSONAL TRUST COMPANY, FSBRegistered adviserregistration: previous registration
Feb 2, 2001 to Mar 28, 2007factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Apr 13, 2001 to Feb 16, 2005factForm ADV

Dated events

Occurred
Dec 3, 2024
Advisor changed firm
Bethany Anne Dever left Fidelity Personal And Workplace Advisors for Lpl Financial Llc (registered 2025-03-25)
Form ADVobserved 6 days ago