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 ASSET MANAGEMENT, 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

Jan 23, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S65

First exam

Oct 28, 2019

First registration

Jan 23, 2014

Dual registered

no

IAPD individual key

6290672

• Occurred

  Jul 31, 2024
  Advisor changed firm

  Josiah Benjamin Larson left Captrust for Palisade Asset Management, Llc (registered 2025-09-04)

  Form ADVobserved 4 days ago
• Occurred

  Jun 12, 2023
  Advisor changed firm

  Josiah Benjamin Larson left Quantitative Advantage, Llc for Captrust (registered 2023-04-21)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:768f42fd-df91-c655-6c75-d474e6bde848

First observed

Jan 23, 2014

Last observed

Sep 14, 2026 5 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.