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2750 William D. Tate Ave. Suite 100, Grapevine, TX 76051 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2009-01-05 |
Branch Locations
2750 William D. Tate Ave. Suite 100, Grapevine, TX 76051 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Airlines | Dallas/Fort Worth | TX | 09/1991 | 04/2025 |
| National Planning Corporation | Grapevine | TX | 11/2008 | 09/2017 |
| Asset Preservation Group, Inc. | Grapevine | TX | 03/2007 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 09/2017 | Present |
1. Asset Preservation Group, Inc.-Investment related-2750 William D Tate Ave, Suite 100, Grapevine, TX 76051- Registered Investment Advisor-President, owner-3/2007-Present-140 hrs/mth-100% during trading hrs- President, owner, operations professional, manages employees, payroll & accounting, financial planner, IAR working with clients 2. MICHAEL S. FRANKLIN-No-2750 William D Tate Ave, Suite 100, GRAPEVINE, TX 76051-TERM LIFE INS. SALES-REP./INS SALES-11/3/08-2/2 HRS-REP OF MULTIPLE INSURANCE CARRIERSTHROUGH A GA BROKER. THEY HANDLE ALL BACK OFFICE SUPPORT & TOOLS. APPOINTED WITH: BANNER LIFE AZ,CA,FL,TX, PRUDENTIAL TX, & WEST COAST LIFE TX;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-07-03 |
| S63 | Uniform Securities Agent State Law Examination | 2004-02-03 |
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