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
Elizabeth C Bertelsen
Feed of 09/14/2026
Also filed as Elizabeth Cameron Bertelsen
At current firm
7 y
since Sep 4, 2019
In the industry
32 y
since Jan 21, 1994 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Accurate Wealth Management, LLC independent RIA currentsince Sep 4, 2019 · Wesley Chapel, Fl
- Intervest International, Inc. formerApr 22, 2019 to Sep 4, 2019 · Colorado Springs, Co
- Global Financial Private Capital, Inc. formerJun 14, 2013 to Apr 23, 2019 · Sarasota, Fl
- Raymond James & Associates, Inc. national BDJan 16, 2009 to Jun 18, 2013 · Sarasota, Fl
- Citigroup Global Markets Inc. BD affiliatedFeb 21, 2006 to Dec 23, 2008 · Sarasota, Fl
- Legg Mason Wood Walker, Incorporated unclassifiedJun 25, 1999 to Feb 21, 2006 · Sarasota, Fl
Moves
a registration end followed by a registration begin elsewhere
- Intervest International, Inc. to Accurate Wealth Management, LLCleft Sep 4, 2019, registered Sep 4, 2019 (0 days) · RIA to RIA
- Global Financial Private Capital, Inc. to Intervest International, Inc.left Apr 23, 2019, registered Apr 22, 2019 (-1 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
- Raymond James & Associates, Inc. to Global Financial Private Capital, Inc.left Jun 18, 2013, registered Jun 14, 2013 (-4 days) · Other
- Citigroup Global Markets Inc. to Raymond James & Associates, Inc.left Dec 23, 2008, registered Jan 16, 2009 (24 days) · Other
- Legg Mason Wood Walker, Incorporated to Citigroup Global Markets Inc.left Feb 21, 2006, registered Feb 21, 2006 (0 days) · corporate re-registration, not a move
Signals
No dated event on this person.
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
- Independent wealth managerderived
- Years in industry
- 32derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address