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
Bethany Paige Tice
Feed of 09/14/2026
Also filed as Bethany Paige Vandermeid
At current firm
0 y
since May 12, 2026
In the industry
10 y
since Aug 1, 2016 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66, 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
- Spire Wealth Management, LLC BD affiliated currentsince May 12, 2026 · Mclean, Va
- Rockefeller Capital Management BD affiliatedJan 31, 2024 to May 13, 2026 · Florham Park, Nj
- Mercer Global Advisors Inc. independent RIAFeb 16, 2021 to Oct 3, 2023 · Vienna, Va
- Mercer Global Advisors Inc. independent RIAJan 15, 2019 to Dec 31, 2020 · Vienna, Va
Moves
a registration end followed by a registration begin elsewhere
- Rockefeller Capital Management to Spire Wealth Management, LLCleft May 13, 2026, registered May 12, 2026 (-1 days) · Affiliated broker-dealer or bank to another
- Mercer Global Advisors Inc. to Rockefeller Capital Managementleft Oct 3, 2023, registered Jan 31, 2024 (120 days) · RIA to affiliated broker-dealer or bank
Signals
- Bethany Paige Tice left Rockefeller Capital Management for Spire Wealth Management, Llc (registered 2026-05-12)May 13, 2026 · Advisor changed firm · fact
- Bethany Paige Tice left Mercer Global Advisors Inc. for Rockefeller Capital Management (registered 2024-01-31)Oct 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
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address