Bergen R Palmer is an investment adviser representative (IAR) with state registration records since 2025, appearing at 3 firms. Currently registered with LIGHTHOUSE WEALTH STRATEGIES, LLC, SOWELL FINANCIAL SERVICES, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| SOWELL FINANCIAL SERVICES, LLC | 2026-02-17 | present | Yes |
| LIGHTHOUSE WEALTH STRATEGIES, LLC | 2026-02-04 | present | Yes |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2025-03-11 | 2026-01-26 | — |