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
Beth Ann Andrews
Certified Financial Planner · Chartered Financial Consultant
Feed of 09/14/2026
Also filed as Beth Ann Parker
At current firm
5 y
since Feb 2, 2021
In the industry
29 y
since Jul 28, 1997 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Networth Advisors, LLC independent RIA currentsince Feb 2, 2021 · Canonsburg, Pa
- Ae Wealth Management, LLC BD affiliatedJul 15, 2016 to Sep 24, 2021 · Canonsburg, Pa, Pa
- Global Financial Private Capital, Inc. formerJun 3, 2011 to Jul 18, 2016 · Canonsburg, Pa
- Voya Financial Advisors, Inc. BD affiliatedMay 4, 2005 to Jun 2, 2011 · Cedar Rapids, Ia
- Securities America Advisors, Inc. formerNov 15, 2004 to Apr 15, 2005 · Walkerton, In
- Korhorn Financial Group independent RIAMay 5, 2004 to Nov 9, 2004 · Granger, In
- Securities America Advisors, Inc. formerMar 11, 2002 to May 13, 2004 · Granger, In
Moves
a registration end followed by a registration begin elsewhere
- Ae Wealth Management, LLC to Networth Advisors, LLCleft Sep 24, 2021, registered Feb 2, 2021 (-234 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
- Global Financial Private Capital, Inc. to Ae Wealth Management, LLCleft Jul 18, 2016, registered Jul 15, 2016 (-3 days) · Other · moved with a team
- Voya Financial Advisors, Inc. to Global Financial Private Capital, Inc.left Jun 2, 2011, registered Jun 3, 2011 (1 days) · Other
- Securities America Advisors, Inc. to Voya Financial Advisors, Inc.left Apr 15, 2005, registered May 4, 2005 (19 days) · Other
- Korhorn Financial Group to Securities America Advisors, Inc.left Nov 9, 2004, registered Nov 15, 2004 (6 days) · Other
- Securities America Advisors, Inc. to Korhorn Financial Groupleft May 13, 2004, registered May 5, 2004 (-8 days) · Other
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
- 29derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address