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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

B••• A•• R••••••

E•••••• A••••••• G••••• L••BD affiliatedGreenwood Village, Co dual registrantIAPD 4016993

Feed of 09/15/2026

Also filed as Beth Ann Jansen

At current firm

1 y

since Jul 16, 2025

In the industry

18 y

since Mar 20, 2008 (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

E•••••• A••••••• G••••• L•• BD affiliated current
since Jul 16, 2025 · Bryant, Ar
F••••••• P••••••• A•• W•••••••• A••••••• former
Apr 13, 2023 to Oct 25, 2024 · Little Rock, Ar
C••••• I••••••••• A••••••• L•• BD affiliated
May 13, 2022 to Mar 3, 2023 · Little Rock, Ar
L•• F•••••••• L•• BD affiliated
Mar 13, 2020 to Mar 3, 2021 · Alexander, Ar
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
Aug 8, 2019 to Mar 13, 2020 · Little Rock, Ar
S••••••• BD affiliated
May 13, 2019 to May 24, 2019 · Little Rock, Ar
T• A••••••••• I••• former
Feb 27, 2018 to Mar 18, 2019 · Little Rock, Ar
T• A••••••••• I••••••••• M••••••••• L•• former
Feb 26, 2018 to Mar 18, 2019 · Omaha, Ne
S•••••••• I••••••••• M••••••••• former
Jun 15, 2017 to Feb 26, 2018 · Saint Louis, Mo

Moves

a registration end followed by a registration begin elsewhere

F••••••• P••••••• A•• W•••••••• A••••••• to E•••••• A••••••• G••••• L••
left Oct 25, 2024, registered Jul 16, 2025 (264 days) · Affiliated broker-dealer or bank to another
C••••• I••••••••• A••••••• L•• to F••••••• P••••••• A•• W•••••••• A•••••••
left Mar 3, 2023, registered Apr 13, 2023 (41 days) · Affiliated broker-dealer or bank to another
L•• F•••••••• L•• to C••••• I••••••••• A••••••• L••
left Mar 3, 2021, registered May 13, 2022 (436 days) · Affiliated broker-dealer or bank to another
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to L•• F•••••••• L••
left Mar 13, 2020, registered Mar 13, 2020 (0 days) · Wirehouse to affiliated broker-dealer or bank
S••••••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
left May 24, 2019, registered Aug 8, 2019 (76 days) · Affiliated broker-dealer or bank to wirehouse
T• A••••••••• I••• to S•••••••
left Mar 18, 2019, registered May 13, 2019 (56 days) · Other
T• A••••••••• I••••••••• M••••••••• L•• to T• A••••••••• I•••
left Mar 18, 2019, registered Feb 27, 2018 (-384 days) · channel change inside one enterprise, not a move
S•••••••• I••••••••• M••••••••• to T• A••••••••• I••••••••• M••••••••• L••
left Feb 26, 2018, registered Feb 26, 2018 (0 days) · corporate re-registration, not a move

Signals

B••• A•• R•••••• left F••••••• P••••••• A•• W•••••••• A••••••• for E•••••• A••••••• G••••• L•• (registered 2025-07-16)
Oct 25, 2024 · Advisor changed firm · fact
B••• A•• R•••••• left C••••• I••••••••• A••••••• L•• for F••••••• P••••••• A•• W•••••••• A••••••• (registered 2023-04-13)
Mar 3, 2023 · 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: Broker-dealer affiliated wealth managerderived
Years in industry: 18derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address