David Patrick Walters

Current Employers

Palisades Hudson Asset Management, L.P.

200 Sw First Avenue Suite 800, Fort Lauderdale, FL 33301 • United States

Current Registrations

Authority	Category	Status	Date
OR	RA	APPROVED	2012-08-21

OR RA
APPROVED

Since 2012-08-21

Branch Locations

1915 Ne Stucki Avenue Suite 400, Hillsboro, OR 97006 • 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

Organization	City	State	From	To
Palisades Hudson Asset Management, L.P.	Hillsboro	OR	06/2002	Present

06/2002 → Present

Palisades Hudson Asset Management, L.P.

Hillsboro, OR

Other Businesses

NAME: PALISADES HUDSON FINANCIAL GROUP LLC; NON-INVESTMENT RELATED; ADDRESS: 1915 NE STUCKI AVENUE STE. 400, HILLSBORO, OR 97006; NATURE OF BUSINESS: FINANCIAL PLANNING FIRM; POSITION: CLIENT SERVICE MANAGER; START DATE: 06/10/2002; HOURS/MONTH DEVOTED TO THIS BUSINESS: 100; HOURS DEVOTED TO THIS BUSINESS DURING SECURITIES TRADING HOURS: 3 HOURS/DAY

Current Employers

Palisades Hudson Asset Management, L.P.

Disclosures

Employment History

Other Businesses

Designations

Reviews