DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Advisor moves
Arrivals at Palisade Capital Management, LP
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Kelly Marie Lynch-Moloney | Orange Investment Advisors, Inc. independent RIA | Palisade Capital Management, LP mixed wealth | RIA to RIA | Dec 9, 2025 | Jan 6, 2026 |
| Lorraine Renee Salvo | Simon Quick Advisors, LLC independent RIA | Palisade Capital Management, LP mixed wealth | RIA to RIA | Sep 19, 2019 | Oct 7, 2019 |
| Jason Yoo | Cetera Investment Advisers LLC BD affiliated | Palisade Capital Management, LP mixed wealth | Affiliated broker-dealer or bank to independent RIA | Apr 1, 2019 | Mar 9, 2026 (2534 d) |
| Christopher Edward Henderson | Bear Stearns Asset Management Inc. other | Palisade Capital Management, LP mixed wealth | Other | Apr 16, 2008 | Apr 9, 2024 (5837 d) |
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4 moves match.