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RIA / WealthAdvisor39 years in industry

MICHAEL ROBERT PALMISANO

Advisor at DIVERSIFIED CAPITAL WEALTH MANAGEMENT, LLC

MEQUON, WI

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Search this name across graphsid dfx:ria:49b7b2c0-ecbe-e9b3-6435-a010636991d1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 6:37 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jul 3, 2007 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: DIVERSIFIED CAPITAL WEALTH MANAGEMENT, LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 24, 1987earliest registration or exam on IAPD
Years in industry: 39derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Jun 24, 1987
First registration: Jul 3, 2007
Dual registered: no
IAPD individual key: 1664569

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
DIVERSIFIED CAPITAL WEALTH MANAGEMENT, LLC	State registered	Aug 24, 2026	n/a	yes	MEQUON, WI	Current employment
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Bd affiliated wealth	Nov 30, 2015	Oct 11, 2016	no	Mequon, WI	Previous registration
CONCORDE ASSET MANAGEMENT, LLC	Bd affiliated wealth	Feb 25, 2014	Nov 30, 2015	no	ANN ARBOR, MI\|MEQUON, WI	Previous registration
CL WEALTH MANAGEMENT LLC	Independent wealth	Mar 23, 2011	Feb 25, 2014	no	MILWAUKEE, WI\|SCHAUMBURG, IL	Previous registration
VOYA FINANCIAL ADVISORS, INC.	Bd affiliated wealth	Jul 3, 2007	Apr 21, 2010	no	NAPERVILLE, IL\|BROOKFIELD, WI	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	DIVERSIFIED CAPITAL WEALTH MANAGEMENT, LLC	Oct 11, 2016	Aug 24, 2026	3,604	Firm change after gap	Other
CONCORDE ASSET MANAGEMENT, LLC	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Nov 30, 2015	Nov 30, 2015	0	Firm change	Other
CL WEALTH MANAGEMENT LLC	CONCORDE ASSET MANAGEMENT, LLC	Feb 25, 2014	Feb 25, 2014	0	Firm change	Other
VOYA FINANCIAL ADVISORS, INC.	CL WEALTH MANAGEMENT LLC	Apr 21, 2010	Mar 23, 2011	336	Firm change	Other

Relationships

Registered with (5)

→ DIVERSIFIED CAPITAL WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Aug 24, 2026 to presentfactForm ADV
→ CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviserregistration: previous registration
Nov 30, 2015 to Oct 11, 2016factForm ADV
→ CONCORDE ASSET MANAGEMENT, LLCRegistered adviserregistration: previous registration
Feb 25, 2014 to Nov 30, 2015factForm ADV
→ CL WEALTH MANAGEMENT LLCRegistered adviserregistration: previous registration
Mar 23, 2011 to Feb 25, 2014factForm ADV
→ VOYA FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
Jul 3, 2007 to Apr 21, 2010factForm ADV

Dated events

No dated event names this entity yet.