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Palisade Investments, LLC CRD 124776
$653M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
625 Highway 50 Suite 301, Zephyr Cove, NV 89448-3049 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-10-03 |
| CA | RA | APPROVED | 2011-11-03 |
| NV | RA | APPROVED | 2004-09-03 |
Branch Locations
625 Highway 50, Suite 301, Zephyr Cove, NV 89448 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Palisade Investments | Zephyr Cove | NV | 06/1998 | Present |
PALISADES INVESTMENTS; STATELINE, NV; OWNER/ADVISOR; 160HRS/MONTH; REGISTERED INVESTMENT ADVISOR IN NV
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-08-29 |
| S65 | Uniform Investment Adviser Law Examination | 1996-08-29 |
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