RIA Intelligence

PALM INVESTMENT STRATEGIES, LLC

Legal name: CROSSPLAN MONEY MANAGEMENT

CRD #129489 SEC #801-69084 SEMINOLE, FL 727-398-7900
SEC Registered
Total AUM
$36M
Discretionary
$20M
Employees
6
Clients
0
Accounts
640

Firm Details

Organization Type
Limited Liability Company
State of Formation
Florida
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jun 28, 2012
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
PALM, DAVID, KENDALLIMEMBERC Control
PALM, DAVID, KENDALLIMEMBERC Control
PALM, DAVID, KENDALLIMEMBERC Control
PALM, DAVID, KENDALLIMEMBERC Control
PALM, DAVID, KENDALLIMEMBERC Control
PALM, DAVID, KENDALLIMEMBERC Control
PALM, JOHN, RANDOLPHIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERC Control
PALM, JOHN, RANDOLPHIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERC Control
PALM, JOHN, RANDOLPHIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERC Control
PALM, JOHN, RANDOLPHIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERC Control
PALM, JOHN, RANDOLPHIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERC Control
PALM, JOHN, RANDOLPHIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERC Control
PALM, PAUL, GORDONIMEMBERB Control
PALM, PAUL, GORDONIMEMBERB Control
PALM, PAUL, GORDONIMEMBERB Control
PALM, PAUL, GORDONIMEMBERB Control
PALM, PAUL, GORDONIMEMBERB Control
PALM, PAUL, GORDONIMEMBERB Control
JOY, MARY, IDONAIMEMBERA
JOY, MARY, IDONAIMEMBERA
JOY, MARY, IDONAIMEMBERA
JOY, MARY, IDONAIMEMBERA

Registrations

Federal

IA
Jun 28, 2012 REGISTERED

Notice Filings (1)

FL

Address

7995 113TH STREET NORTH
SECOND FLOOR
SEMINOLE, FL 33772
United States
Phone: 727-398-7900