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Bethany Diane Ely

Three Oaks Wealth

Gold River, CA

Folsom, CA

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Current Employers
Three Oaks Wealth

2377 Gold Meadow Way Suite 220, Gold River, CA 95670 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-07-13
OR RA APPROVED 2023-07-13
  • CA RA
    APPROVED
    Since 2023-07-13
  • OR RA
    APPROVED
    Since 2023-07-13

Branch Locations

2377 Gold Meadow Way Suite 220, Gold River, CA 95670 • United States

Folsom, CA • 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
Three Oaks Wealth Folsom CA 03/2023 Present
Trinity Wealth Advisors With Ameriprise Folsom CA 12/2022 03/2023
Twin Rivers Wealth Management Sacramento CA 08/2022 12/2022
Witham Real Estate El Dorado Hills CA 06/2018 04/2023
Sacramento County Office Of Education Sacramento CA 08/2011 09/2021
  • 03/2023 → Present
    Three Oaks Wealth
    Folsom, CA
  • 12/2022 → 03/2023
    Trinity Wealth Advisors With Ameriprise
    Folsom, CA
  • 08/2022 → 12/2022
    Twin Rivers Wealth Management
    Sacramento, CA
  • 06/2018 → 04/2023
    Witham Real Estate
    El Dorado Hills, CA
  • 08/2011 → 09/2021
    Sacramento County Office Of Education
    Sacramento, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-06-26
  • S65 Uniform Investment Adviser Law Examination
    2023-06-26
Other Names
  • Bethany Diane Rich

View on SEC IAPD

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CETERA INVESTMENT ADVISERS LLC
INDEPENDENT FINANCIAL GROUP, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
TRANSAMERICA FINANCIAL ADVISORS, LLC

Other Investors

MATTHEW SYDNEY CURTIS
GRANT STEPHEN BLEDSOE
SEAN PATRICK VILLANUEVA BARTER
LAUREN M WILLIAMS
TREVOR KENNETH KERN
STEVEN EDWARD ZELLER
PATRICK JOHN MCLAUGHLIN
SCOTT RYLAND MACHEN

Other Offices

ALPHA RETIREMENT WEALTH, LLC · GOLD RIVER, CA
ZELLER KERN BUSINESS ADVISORS · GOLD RIVER, CA
NEWEDGE ADVISORS · Gold River, CA
EQUITABLE ADVISORS, LLC · GOLD RIVER, CA
CETERA INVESTMENT ADVISERS LLC · GOLD RIVER, CA
INDEPENDENT FINANCIAL GROUP, LLC · Gold River, CA
CETERA INVESTMENT ADVISERS LLC · GOLD RIVER, CA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Gold River, CA

More in Gold River, CA

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