Bethany B. Palmer
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Bethany Bruinsma Palmer, who also goes by Bethany R Bruinsma, Bethany Rae Bruinsma, was a registered financial professional .
Bethany is a previously registered financial professional and started their career in finance in 1990. Bethany had worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
March 19, 2019 - July 1, 2025
DEFINED WEALTH, INC.
December 1, 2011 - February 28, 2018
PRIOR ENVOY ADVISORY, INC.
August 3, 2011 - June 29, 2017
ENVOY SECURITIES, LLC
November 25, 1997 - July 25, 2011
LINCOLN INVESTMENT
March 17, 1997 - July 25, 2011
LINCOLN INVESTMENT
January 1, 1994 - April 3, 1997
LEGEND EQUITIES CORPORATION
December 17, 1990 - January 1, 1994
LEGEND CAPITAL CORPORATION
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Current Firm
DEFINED WEALTH, INC.
CRD#: 281669 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 334 |
| AUM (Assets Under Management) | $ 67,443,012 |
Red Flags
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