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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 | 2026-02-25 |
| FL | RA | APPROVED | 2014-12-22 |
Branch Locations
200 Sw First Avenue Suite 800, Fort Lauderdale, FL 33301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Palisades Hudson Asset Management, L.P. | Fort Lauderdale | FL | 01/2013 | Present |
1)PALISADES HUDSON FINANCIAL GROUP LLC, 2)NON INVESTMENT RELATED, 3)200 SW 1ST AVENUE, SUITE 800, FORT LAUDERDALE, FL 33301, 4)FINANCIAL PLANNING BUSINESS, 5)CLIENT SERVICE MANAGER, 6)START DATE: JANUARY 7, 2013, 7)HOURS PER MONTH DEVOTED TO THIS BUSINESS: 100, 8) 3 HRS/DAY DURING SECURITIES TRADING, 9) DUTIES: TAX PREPARATION AND PLANNING, RETIREMENT PLANNING, ESTATE PLANNING, AND OTHER FINANCIAL PLANNING SERVICES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-08-18 |
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