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Casey Ann Bettencourt

Bethesda Financial Advisors, LLC

Bethesda, MD

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Current Employers
Bethesda Financial Advisors, Llc

8120 Woodmont Avenue Suite 830, Bethesda, MD 20814 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-10-09
CO RA APPROVED 2025-09-25
MD RA APPROVED 2025-04-16
  • FL RA
    APPROVED
    Since 2025-10-09
  • CO RA
    APPROVED
    Since 2025-09-25
  • MD RA
    APPROVED
    Since 2025-04-16

Branch Locations

8120 Woodmont Avenue Suite 830, Bethesda, MD 20814 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Walt Whitman High School Bethesda MD 08/2014 05/2018
South Moon Under Bethesda MD 07/2017 12/2019
Club For Growth Washington DC 12/2019 05/2020
Cornerstone Government Affairs Washington DC 05/2020 08/2020
Gartenhaus Wealth Management Rockville MD 08/2021 10/2021
Rj Bentley's College Park MD 09/2020 05/2022
Bethesda Financial Advisors, Llc Bethesda MD 06/2020 12/2023
Clarendon Wealth Management Arlington VA 07/2022 03/2025
Corepower Yoga Arlington VA 10/2022 Present
Bethesda Financial Advisors, Llc Bethesda MD 03/2025 Present
  • 08/2014 → 05/2018
    Walt Whitman High School
    Bethesda, MD
  • 07/2017 → 12/2019
    South Moon Under
    Bethesda, MD
  • 12/2019 → 05/2020
    Club For Growth
    Washington, DC
  • 05/2020 → 08/2020
    Cornerstone Government Affairs
    Washington, DC
  • 08/2021 → 10/2021
    Gartenhaus Wealth Management
    Rockville, MD
  • 09/2020 → 05/2022
    Rj Bentley's
    College Park, MD
  • 06/2020 → 12/2023
    Bethesda, MD
  • 07/2022 → 03/2025
    Clarendon Wealth Management
    Arlington, VA
  • 10/2022 → Present
    Corepower Yoga
    Arlington, VA
  • 03/2025 → Present
    Bethesda, MD
Other Businesses

CorePower Yoga Instructor - teach yoga classes twice per week. No Commissions. W-2 employee. Virginia Insurance License - Health, Life & Annuities. Expiration 3/31/2026, license #1392913. No current contracts or commissions received. Ms. Bettencourt runs the YouTube Channel: "What No One taught us? " This accounts for a 4 hours of her time weekly and is outside of trading hours. It is investment-related.

Designations

View on SEC IAPD

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