Best Investors
Account
Sign in
Best Investors
Account
Sign in
200 Sw First Avenue Suite 800, Fort Lauderdale, FL 33301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-02 |
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 | 11/2024 | Present |
| Florida Atlantic University | Boca Raton | FL | 08/2019 | 08/2022 |
| Palisades Hudson Asset Management, L.P. | Fort Lauderdale | FL | 08/2022 | 11/2024 |
| West Boca Raton High School | Boca Raton | FL | 08/2015 | 05/2019 |
NAME: PALISADES HUDSON FINANCIAL GROUP LLC; NON-INVESTMENT RELATED; ADDRESS: 200 S.W. FIRST AVENUE, SUITE 800, FORT LAUDERDALE, FL 33301; NATURE OF BUSINESS: FINANCIAL PLANNING FIRM; POSITION: SENIOR CLIENT SERVICE ASSOCIATE; START DATE: 8/29/2022; HOURS/MONTH DEVOTED TO THIS BUSINESS: 80; HOURS DEVOTED TO THIS BUSINESS DURING SECURITIES TRADING HOURS: 3 HOURS/DAY; DUTIES: RESPONSIBLE FOR PROVIDING CLIENTS WITH TAX PREPARATION AND PLANNING, RETIREMENT AND ESTATE PLANNING
Reach out to this advisor