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.

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Registered advisor

B•••••• T•••••

T••••• A••••••• S•••••••• I•••BD affiliatedPonte Vedra, Fldual registrantIAPD 5613235

Feed of 09/14/2026

Also filed as Bethany Pietzak

At current firm

0 y

since Oct 13, 2025

In the industry

16 y

since Nov 19, 2009 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

T••••• A••••••• S•••••••• I••• BD affiliated current
since Oct 13, 2025 · Ponte Vedra, Fl
M••••• S•••••• wirehouse
Aug 30, 2013 to Jul 23, 2019 · Atlanta, Ga
L••••••• A•••• M••••••••• L•• asset manager
Aug 16, 2011 to Aug 23, 2013 · Atlanta, Ga
M••••• S•••••• wirehouse
Sep 7, 2010 to Jul 25, 2011 · Atlanta, Ga
W•••• F•••• A••••••• wirehouse
Dec 1, 2009 to Aug 30, 2010 · Atlanta, Ga

Moves

a registration end followed by a registration begin elsewhere

M••••• S•••••• to T••••• A••••••• S•••••••• I•••
left Jul 23, 2019, registered Oct 13, 2025 (2274 days) · Wirehouse to affiliated broker-dealer or bank
L••••••• A•••• M••••••••• L•• to M••••• S••••••
left Aug 23, 2013, registered Aug 30, 2013 (7 days) · Other
M••••• S•••••• to L••••••• A•••• M••••••••• L••
left Jul 25, 2011, registered Aug 16, 2011 (22 days) · Other
W•••• F•••• A••••••• to M••••• S••••••
left Aug 30, 2010, registered Sep 7, 2010 (8 days) · Wirehouse to wirehouse

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: Broker-dealer affiliated wealth managerderived
Years in industry: 16derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address