Andrew I. Bethel

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CRD#: 6644201

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.

Andrew Isaac Bethel, who also goes by Andrew Isaac Robert Bethel, was a registered financial professional .

Andrew is a previously registered financial professional and started their career in finance in 2017. Andrew had worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Aliases

Andrew Isaac Robert Bethel

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Bethel Law Corporation. Non-investment related. 631 New Jersey Street, Suite 101 Redlands, CA 92373 Estate Planning law firm. We create Wills, Trusts, Powers of Attorney, Set up corporations, and help get people on long-term benefits such as Medi-Cal & VA. My position is a Case Manger. I handle back office clerical duties such as filing, mailing, answering phones and scheduling meetings. I also attend seminars about estate planning basics but I am not the speaker. I only help set up and schedule appointments for attendees. My involvement has lessened as the new company DKB Strategies is being founded. Now, I only answer phones, attend seminars as before and perform any light clerical task as it is a small business with a small staff. My father is the attorney for the firm. Start: July 2009. Summers there on until around 2012 when I started working full time (5 days a week, 6 hours a day). Now, my time is approximately 2 hours a month (answering the phone and greeting clients as needed) and about 7 hours once a month if we run a seminar that month (setting up presentation equipment, coordinating meals, scheduling appointments for attendees, and packing up presentation equipment). These 7 hours are in addition to any small office duties I am needed for during the regular course of business. The Bethel Law Corporation and DKB Strategies are both based out of the same office building: 631 New Jersey Street, Suite 101 Redlands, CA 92373 DKBStrategies Inc., Non-investment related. Co-Founder. Start: November 2015. End: August 2021. Approximate number of hours/month devoted: 0. Number of hours devoted during securities trading hours: 0. Duties: Business was intended to provide general business consulting as well as the identification of intellectual property and trade secrets in order to prepare a business for sale. This would have included drafting of IP compilations documenting such. However, the business never got up and running and thus has not been active for many years. Though Andrew Bethel has now stepped away, there had been no business activity for many years. Andrew Bethel never had an ownership interest in the business. My part would have been to coordinate meetings, draft white papers and assist with the gathering and documenting of intellectual property and trade secrets.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

January 31, 2019 - August 17, 2024

AIRBETHEL, INC.

RIA

CRD#: 284611

Redlands, CA

Past

January 5, 2017 - December 31, 2018

AIRBETHEL, INC.

RIA

CRD#: 284611

REDLANDS, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/5/2016

Uniform Investment Adviser Law Examination

Current Firm

AIRBETHEL, INC.

CRD#: 284611 / SEC#:

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Contact information

Main Address

631 New Jersey Street Suite 101, Redlands, CA 92373

Mailing Address

Phone number

(909) 307-6282

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Andrew I. Bethel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

AIRBETHEL, INC.

AIRBETHEL, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 4/5/2016

Current Firm

AIRBETHEL, INC.

Contact information

Documents

Red Flags

Company Information

AIRBETHEL, INC.

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