DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Betty Jean Albitz
Chartered Financial Consultant
Feed of 09/14/2026
Also filed as Betty Jean Wellens
At current firm
0 y
since Jan 18, 2026
In the industry
41 y
since May 1, 1985 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Contego Capital Group, Inc. mixed wealth currentsince Jan 18, 2026 · Edina, Mn
- LPL Financial LLC BD affiliatedNov 29, 2017 to Jan 20, 2026 · Eden Prairie, Mn
- National Planning Corporation ("Npc Of America" In Fl & Ny) formerApr 20, 2016 to Dec 1, 2017 · Edina, Mn
- Voya Financial Advisors, Inc. BD affiliatedApr 5, 2002 to Apr 22, 2016 · Edina, Mn
Moves
a registration end followed by a registration begin elsewhere
- LPL Financial LLC to Contego Capital Group, Inc.left Jan 20, 2026, registered Jan 18, 2026 (-2 days) · Affiliated broker-dealer or bank to independent RIA
- National Planning Corporation ("Npc Of America" In Fl & Ny) to LPL Financial LLCleft Dec 1, 2017, registered Nov 29, 2017 (-2 days) · corporate re-registration, not a move
- Voya Financial Advisors, Inc. to National Planning Corporation ("Npc Of America" In Fl & Ny)left Apr 22, 2016, registered Apr 20, 2016 (-2 days) · Other · moved with a team
Signals
- Betty Jean Albitz left Lpl Financial Llc for Contego Capital Group, Inc. (registered 2026-01-18)Jan 20, 2026 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Wealth manager with institutional or fund businessderived
- Years in industry
- 41derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address