Financial advisor
Joel Palatnik
At Modern Wealth Management · Plantation, FL
Registered as JOEL ANGEL PALATNIK
Transactions 1
Every recorded transaction this advisor took part in, newest first.
| Transaction | From | To | Pattern | Announced | Reported Assets |
|---|---|---|---|---|---|
| Legacy Wealth Management | Legacy Wealth Management | Modern Wealth Management | Acquisition | April 2, 2026 | $1.2B |
Registration history
Firm registrations on FINRA BrokerCheck and SEC IAPD, newest first.
| Firm | Channel | From | To |
|---|---|---|---|
| MODERN WEALTH MANAGEMENT, LLC | Investment adviser | March 25, 2026 | Current |
| LPL FINANCIAL LLC | Investment adviser | December 22, 2017 | January 17, 2018 |
| LWM ADVISORY SERVICES, LLC | Investment adviser | August 7, 2015 | August 31, 2026 |
| LPL FINANCIAL LLC | Broker-dealer | July 31, 2015 | March 20, 2026 |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Investment adviser | December 11, 2014 | August 3, 2015 |
| RAYMOND JAMES FINANCIAL SERVICES, INC. | Broker-dealer | December 4, 2014 | August 3, 2015 |
| LPL FINANCIAL LLC | Investment adviser | May 30, 2008 | December 8, 2014 |
| LPL FINANCIAL LLC | Broker-dealer | May 22, 2008 | December 8, 2014 |
| INVESTACORP, INC. | Broker-dealer | January 30, 2008 | May 21, 2008 |
| ESI FINANCIAL ADVISORS | Investment adviser | March 29, 2007 | July 27, 2007 |
| EQUITY SERVICES, INC. | Broker-dealer | March 15, 2007 | July 27, 2007 |
| METLIFE SECURITIES INC. | Investment adviser | April 29, 2005 | January 16, 2007 |
| METLIFE SECURITIES INC. | Broker-dealer | October 19, 2004 | January 16, 2007 |
| METROPOLITAN LIFE INSURANCE COMPANY | Broker-dealer | October 19, 2004 | January 16, 2007 |
| KOVACK SECURITIES INC. | Broker-dealer | March 9, 2004 | October 12, 2004 |
| MUTUAL SERVICE CORPORATION | Broker-dealer | September 19, 2003 | January 23, 2004 |
| JEFFERSON PILOT SECURITIES CORPORATION | Broker-dealer | December 19, 2002 | October 17, 2003 |
| ALLMERICA INVESTMENTS, INC. | Broker-dealer | July 11, 2002 | January 8, 2003 |
| STATETRUST INVESTMENTS INC. | Broker-dealer | December 7, 2001 | June 25, 2002 |
| LINSCO/PRIVATE LEDGER CORP. | Broker-dealer | September 6, 2001 | December 6, 2001 |
Published record as of October 31, 2026. Registration dates are FINRA BrokerCheck and SEC IAPD registrations at the destination, not proof that client assets transferred. See the methodology.