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Detailed Report
SCOTT WILLIAM PALMER
CRD#: 2550273
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Investment Adviser
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Previous Broker
LINCOLN INVESTMENTCRD#: 519 1710 Jet Stream Drive
#115
Colorado Springs, CO 80921
Registration History
19952000200520102015202020252 FIRMS1997 - 2011 (14 years)2 FIRMS2011 - 2016 (4 years)IALINCOLN INVESTMENT (CRD# 519)2024 - Present (<1 year)IADEFINED WEALTH, INC. (CRD# 281669)2015 - Present (9 years)BLEGEND EQUITIES CORPORATION (CRD# 30999)1995 - 1997 (2 years)
License(s)

State Registrations

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California 6/22/2017
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Colorado 12/16/2015
Current Registration(s)
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LINCOLN INVESTMENT (CRD#:519)
1710 Jet Stream Drive #115, Colorado Springs, CO 80921
Registered with this firm since 10/25/2024
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DEFINED WEALTH, INC. (CRD#:281669)
1710 JET STREAM DRIVE SUITE 115, COLORADO SPRINGS, CO 80921
Registered with this firm since 12/16/2015
Previous Registration(s)
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 09/22/2011 - 07/07/2016 ENVOY ADVISORY, INC. (CRD#:157461) COLORADO SPRINGS, CO
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 10/10/2011 - 07/07/2016 ENVOY SECURITIES, LLC (CRD#:132719) COLORADO SPRINGS, CO
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 11/25/1997 - 09/02/2011 LINCOLN INVESTMENT PLANNING, INC (CRD#:519) COLORADO SPRINGS, CO
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 03/17/1997 - 09/02/2011 LINCOLN INVESTMENT (CRD#:519) COLORADO SPRINGS, CO
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 01/03/1995 - 04/03/1997 LEGEND EQUITIES CORPORATION (CRD#:30999) PALM BEACH GARDENS, FL
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.