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
Alex Spencer Bethune
Certified Financial Planner
Feed of 09/15/2026
Also filed as Alex Bethune
At current firm
1 y
since Mar 7, 2025
In the industry
11 y
since Oct 1, 2014 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Zero Day Capital Enterprises LLC independent RIA currentsince Mar 7, 2025 · Tampa, Fl
- Instrumental Wealth, LLC independent RIAApr 22, 2024 to Nov 6, 2024 · Tampa, Fl
- Ernst & Young Investment Advisers Llp no RAUMJan 15, 2021 to Mar 6, 2024 · Tampa, Fl
- Cps Investment Advisors independent RIAJun 8, 2020 to Aug 26, 2020 · Lakeland, Fl
- Provise Management Group, LLC independent RIAJan 2, 2018 to Mar 12, 2018 · New Port Richey, Fl
Moves
a registration end followed by a registration begin elsewhere
- Instrumental Wealth, LLC to Zero Day Capital Enterprises LLCleft Nov 6, 2024, registered Mar 7, 2025 (121 days) · RIA to RIA
- Ernst & Young Investment Advisers Llp to Instrumental Wealth, LLCleft Mar 6, 2024, registered Apr 22, 2024 (47 days) · Other
- Cps Investment Advisors to Ernst & Young Investment Advisers Llpleft Aug 26, 2020, registered Jan 15, 2021 (142 days) · Other
- Provise Management Group, LLC to Cps Investment Advisorsleft Mar 12, 2018, registered Jun 8, 2020 (819 days) · Other
Signals
- Alex Spencer Bethune left Instrumental Wealth, Llc for Zero Day Capital Enterprises Llc (registered 2025-03-07)Nov 6, 2024 · Advisor changed firm · fact
- Alex Spencer Bethune left Ernst & Young Investment Advisers Llp for Instrumental Wealth, Llc (registered 2024-04-22)Mar 6, 2024 · 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
- Independent wealth managerderived
- Years in industry
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address