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5429 Lbj Freeway Suite 750, Dallas, TX 75240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-08-07 |
Branch Locations
199 East Main Street, Smithtown, NY 11787 • United States
5429 Lbj Freeway Suite 750, Dallas, TX 75240 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | Smithtown | NY | 05/2009 | 07/2026 |
| Prospera Financial Services Inc. | Dallas | TX | 08/2026 | Present |
1) Family Trust - Titled Nancy E Dowd Irrevocable Education Trust John Palmer TTEE; Investment Related - Yes; 199 East Main Street Smithtown, NY 11787; Trustee; 09/2007; 10 Hours Per Month; 10 During Trading Hours; We oversee the disbursement of tuition assistance for her relatives. I manage the assets. 2) Palmer Financial; Investment Related - Yes; 199 East Main Street Smithtown, NY 11787; DBA; Owner; Advisory; 03/2007; 160 Hours Per Month; 160 During Trading Hours; Providing financial planning and investment-related services. 3) FINRA Arbitrator; Investment Related - Yes; 1 Liberty Plaza NY, NY 10281; Regulatory Body; Arbitrator; 03/1994; 2 Hours Per Month; 0 During Trading Hours; I adjudicate cases at FINRA hearings.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-02-14 |
| S63 | Uniform Securities Agent State Law Examination | 1984-03-30 |
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