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

Randy Bettich

Morgan StanleywirehouseKalamazoo, Midual registrantIAPD 1569627

Feed of 09/14/2026

Also filed as Alex Bettich

At current firm

0 y

since Mar 25, 2026

In the industry

39 y

since Oct 30, 1986 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Morgan Stanley wirehouse current
since Mar 25, 2026 · Kalamazoo, Mi
Stifel, Nicolaus & Company, Incorporated national BD
Mar 27, 2012 to Apr 8, 2026 · St. Joseph, Mi
Wells Fargo Advisors wirehouse
Jan 1, 2008 to Mar 16, 2012 · St. Joseph, Mi
A. G. Edwards & Sons, Inc. unclassified
Jul 31, 2006 to Jan 1, 2008 · St. Joseph, Mi

Moves

a registration end followed by a registration begin elsewhere

Stifel, Nicolaus & Company, Incorporated to Morgan Stanley
left Apr 8, 2026, registered Mar 25, 2026 (-14 days) · Affiliated broker-dealer or bank to wirehouse
Wells Fargo Advisors to Stifel, Nicolaus & Company, Incorporated
left Mar 16, 2012, registered Mar 27, 2012 (11 days) · Wirehouse to affiliated broker-dealer or bank
A. G. Edwards & Sons, Inc. to Wells Fargo Advisors
left Jan 1, 2008, registered Jan 1, 2008 (0 days) · corporate re-registration, not a move

Signals

Randy Bettich left Stifel, Nicolaus & Company, Incorporated for Morgan Stanley (registered 2026-03-25)
Apr 8, 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: Wirehousederived
Years in industry: 39derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address