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Lawrence H Sidney

Palisade Investments, LLC

Zephyr Cove, NV

CRD 7130701

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Employer firm

Palisade Investments, LLC CRD 124776

$653M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Palisade Investments, Llc

625 Highway 50 Suite 301, Zephyr Cove, NV 89448-3049 • United States

Current Registrations

AuthorityCategoryStatusDate
NV RA APPROVED 2023-03-28
CA RA APPROVED 2023-03-21
TX RA APPROVED 2023-03-21
  • NV RA
    APPROVED
    Since 2023-03-28
  • CA RA
    APPROVED
    Since 2023-03-21
  • TX RA
    APPROVED
    Since 2023-03-21

Branch Locations

625 Highway 50 Suite 301, Zephyr Cove, NV 89448-3049 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cambridge Investment Research, Inc. Fairfield IA 06/2019 03/2023
Cambridge Investment Research, Inc. Fairfield IA 07/2019 03/2023
Hurry Hard Elite Apparel, Llc Zephyr Cove NV 08/2017 05/2019
Bobsled Skeleton Israel Winnepeg 01/2015 02/2018
Cambridge Investment Research Advisors, Inc. Fairfield IA 11/2019 03/2023
Palisade Investments, Llc Zephyr Cove NV 03/2023 Present
  • 06/2019 → 03/2023
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 07/2019 → 03/2023
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 08/2017 → 05/2019
    Hurry Hard Elite Apparel, Llc
    Zephyr Cove, NV
  • 01/2015 → 02/2018
    Bobsled Skeleton Israel
    Winnepeg
  • 11/2019 → 03/2023
    Fairfield, IA
  • 03/2023 → Present
    Zephyr Cove, NV
Previous Registrations
Other Businesses

1. Insurance Representative - Mountain Air Financial Wellness LLC

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-09-25
  • S66 Uniform Combined State Law Examination
    2019-09-25
Other Names
  • Larry Hugh Sidney

View on SEC IAPD

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