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John Randolph Palm

Crossplan Money Management

Seminole, FL

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Current Employers
Crossplan Money Management

10575 68Th Avenue North Suite B-3, Seminole, FL 33772 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-12-08
  • FL RA
    APPROVED
    Since 2025-12-08

Branch Locations

10575 68Th Avenue North Suite B-3, Seminole, FL 33772 • 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
Palm Investment Strategies, Llc Seminole FL 02/2004 Present
  • 02/2004 → Present
    Palm Investment Strategies, Llc
    Seminole, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-12-20
  • S65 Uniform Investment Adviser Law Examination
    1999-12-20

View on SEC IAPD

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Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Seminole, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SEMINOLE, FL
TARGETED FINANCIAL SERVICES, LLC · SEMINOLE, FL
LPL ENTERPRISE, LLC · SEMINOLE, FL
THRIVENT INVESTMENT MANAGEMENT INC. · Seminole, FL
CETERA INVESTMENT ADVISERS LLC · SEMINOLE, FL
FLORIO WEALTH MANAGEMENT, LLC · SEMINOLE, FL
WELLS FARGO CLEARING SERVICES, LLC · SEMINOLE, FL

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