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200 Sw First Avenue Suite 800, Fort Lauderdale, FL 33301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-08-24 |
| GA | RA | APPROVED | 2017-05-12 |
| FL | RA | APPROVED | 2007-12-11 |
Branch Locations
3340 Peachtree Road Ne Suite 1545, Atlanta, GA 30326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Palisades Hudson Asset Management, L.P. | Atlanta | GA | 09/2002 | Present |
NAME: PALISADES HUDSON FINANCIAL GROUP LLC; NON-INVESTMENT RELATED; ADDRESS: 3340 Peachtree Road NE, Suite 1545, Atlanta, GA 30326; NATURE OF BUSINESS: FINANCIAL PLANNING FIRM; POSITION: Vice President; START DATE: 9/30/2002; HOURS/MONTH DEVOTED TO THIS BUSINESS: 80; HOURS DEVOTED TO THIS BUSINESS DURING SECURITIES TRADING HOURS: 3 HOURS/DAY; DUITIES: RESPONSIBLE FOR PROVIDING CLIENTS WITH TAX PREPARATION AND PLANNING, RETIREMENT AND ESTATE PLANNING.
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