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 CAPITAL MANAGEMENT, LP

Current firm class

mixed wealth managerderived

Book size

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

Industry start

Oct 6, 2000earliest registration or exam on IAPD

Years in industry

25derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

9

Designations

Certified Financial Planner

Exams

S65

First exam

Oct 6, 2000

First registration

May 26, 2021

Dual registered

no

Other names

KELLY MARIE LYNCH

IAPD individual key

2566232

• Occurred

  Dec 9, 2025
  Advisor changed firm

  Kelly Marie Lynch-Moloney left Orange Investment Advisors, Inc. for Palisade Capital Management, Lp (registered 2026-01-06)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:3f832c8e-dc12-696f-43b6-25752a69ee3a

First observed

May 26, 2021

Last observed

Sep 14, 2026 6 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.