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 Investments, LLC
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 |
|---|---|---|---|---|---|
| Michael L Lentz | Strategic Investment Advisors, Inc. unclassified | Palisade Investments, LLC mixed wealth | Other | May 10, 2026 | Dec 17, 2025 |
| Lawrence H Sidney | Cambridge Investment Research Advisors, Inc. BD affiliated | Palisade Investments, LLC mixed wealth | Affiliated broker-dealer or bank to independent RIA | Mar 27, 2023 | Mar 21, 2023 |
| Karen Marilea Pride | Integrated Money Management, LLC unclassified | Palisade Investments, LLC other | Other | Dec 23, 2016 | May 17, 2016 |
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3 moves match.