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8571 W. Grand River Ave. Ste. 800, Brighton, MI 48116 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-01-01 |
Branch Locations
8571 W. Grand River Ave. Ste. 800, Brighton, MI 48116 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Questar Asset Management, Inc | Minneapolis | MN | 05/2017 | 02/2019 |
| Estate Preservation Agency Inc. | Brighton | MI | 05/2017 | Present |
| Golden Age Marketing, Inc. | Brighton | MI | 09/2009 | Present |
| Estate Performance Advisors L.L.C. | Brighton | MI | 02/2019 | Present |
ESTATE PRESERVATION AGENCY INC;.INVESTMENT RELATED;8571 West Grand River, Suite 800, Brighton MI 481169; INSURANCE; INSURANCE AGENT; 05/2017; APPROXIMATELY 80 HOURS A MONTH; 80 DURING SECURITIES TRADING; AGENT RECRUITING AND TRAINING. GOLDEN AGE MARKETING; INVESTMENT RELATED; 8571 West Grand River, Suite 800, Brighton MI 481169; INSURANCE MARKETING; VICE PRESIDENT; 09/2009; APPROXIMATELY 80 HOURS AN MONTH; 80 HOURS DURING SECURITIES TRADING; RECRUITING, TRAINING, SUPPORT FOR INSURANCE BROKERS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-24 |
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