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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 | 2016-03-02 |
Branch Locations
9442 North Capital Of Texas Highway Plaza One, Suite 500, Austin, TX 78759 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Palisades Hudson Asset Management, L.P. | Austin | TX | 12/2015 | 12/2024 |
| Palisades Hudson Asset Management, L.P. | Austin | TX | 01/2025 | Present |
1)PALISADES HUDSON FINANCIAL GROUP LLC, 2)NON INVESTMENT-RELATED, 3)9442 NORTH CAPITAL OF TEXAS HWY, PLAZA ONE, SUITE 500, AUSTIN, TX 78759, 4)FINANCIAL PLANNING BUSINESS, 5)SENIOR CLIENT SERVICE MANAGER, 6)START DATE: FEBRUARY 12, 2007, 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.
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