This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

PALISADE INVESTMENTS, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Feb 1, 1982earliest registration or exam on IAPD

Years in industry

44derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Designations

Personal Financial Specialist

Exams

S65|S63

First exam

Feb 4, 1997

First registration

May 12, 1997

Dual registered

no

IAPD individual key

2180597

• Occurred

  May 10, 2026
  Advisor changed firm

  Michael L Lentz left Strategic Investment Advisors, Inc. for Palisade Investments, Llc (registered 2025-12-17)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:318f1218-f08d-79e7-e6d6-3f6b23abae69

First observed

May 12, 1997

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.