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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

CROSSPLAN MONEY MANAGEMENT

PALM INVESTMENT STRATEGIES, LLC, CRD 129489

SEMINOLE, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7ada79fb-097b-0b76-bbaf-ddd78ae8c508

Data as of Jun 28, 2012 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:31 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Mar 9, 2012 to Jun 28, 2012
4 observations

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

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $36.0MItem 5.F on the latest filing (2012-06-28); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $20.0M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor: $36.0Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Accounts: 640
Custody, client assets: $36.0M
SEC number: 801-69084
CRD: 129489
Filings on the tape: 4
First filed: Mar 9, 2012
Latest filed: Jun 28, 2012
Organised: Limited Liability Company, Florida

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JOHN RANDOLPH PALM	n/a	SEMINOLE, FL	0	26	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
PALM, DAVID, KENDALL	Member	C	yes	03/2004	Mar 9, 2012	Jun 28, 2012
PALM, JOHN, RANDOLPH	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	C	yes	03/2004	Mar 9, 2012	Jun 28, 2012
PALM, PAUL, GORDON	Member	B	yes	03/2004	Mar 9, 2012	Jun 28, 2012

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2011	Mar 9, 2012	$36.0M	$20.0M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2011	$36.0M	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
BELLEAIR WEALTH MANAGEMENT, LLC	2	Jun 9, 2015	Apr 28, 2015	SEMINOLE, FL	Team lift out	Other	100.0%

Relationships

Registered with (3)

← JOHN RANDOLPH PALMAdvisorregistration: current employment
Dec 8, 2025 to presentfactForm ADV
← DAVID JOHN KRUISAdvisorregistration: previous registration
Aug 13, 2004 to Jun 9, 2015factForm ADV
← LUKE ALLEN ANDREWSAdvisorregistration: previous registration
Apr 2, 2014 to Jun 9, 2015factForm ADV

Controls (3)

← PALM, JOHN, RANDOLPHOwnerMANAGING MEMBER & CHIEF COMPLIANCE OFFICER, ownership code C, individual
Mar 9, 2012 to presentfactForm ADV
← PALM, PAUL, GORDONOwnerMEMBER, ownership code B, individual
Mar 9, 2012 to presentfactForm ADV
← PALM, DAVID, KENDALLOwnerMEMBER, ownership code C, individual
Mar 9, 2012 to presentfactForm ADV

Moved with (1)

→ BELLEAIR WEALTH MANAGEMENT, LLCRegistered adviser2 advisors, team lift out, same day
Jun 9, 2015 to Apr 28, 2015factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7ada79fb-097b-0b76-bbaf-ddd78ae8c508
First observed: Mar 9, 2012
Last observed: Jun 28, 2012 173 months ago
Source families: Federal regulator filings
3 registered feeds 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.

CROSSPLAN MONEY MANAGEMENT

PALM INVESTMENT STRATEGIES, LLC, CRD 129489

SEMINOLE, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7ada79fb-097b-0b76-bbaf-ddd78ae8c508

Data as of Jun 28, 2012 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:31 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JOHN RANDOLPH PALM

n/a

SEMINOLE, FL

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

PALM, DAVID, KENDALL

Member

yes

03/2004

Mar 9, 2012

Jun 28, 2012

PALM, JOHN, RANDOLPH

MANAGING MEMBER & CHIEF COMPLIANCE OFFICER

yes

03/2004

Mar 9, 2012

Jun 28, 2012

PALM, PAUL, GORDON

Member

yes

03/2004

Mar 9, 2012

Jun 28, 2012

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2011

Mar 9, 2012

$36.0M

$20.0M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2011

$36.0M

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

BELLEAIR WEALTH MANAGEMENT, LLC

Jun 9, 2015

Apr 28, 2015

SEMINOLE, FL

Team lift out

Other

100.0%