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200 Sw First Avenue Suite 800, Fort Lauderdale, FL 33301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-04-16 |
Branch Locations
200 Sw First Avenue Suite 800, Fort Lauderdale, FL 33301 • United States
Palm Coast, FL • 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 | 10/2011 | 02/2025 |
| Palisades Hudson Asset Management, L.P. | Fort Lauderdale | FL | 03/2025 | 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: SENIOR CLIENT SERVICE MANAGER; START DATE: 10/17/2011; 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
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