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Current Employers
Asset Preservation Advisors, Llc

3344 Peachtree Road, Ne Suite 2050, Atlanta, GA 30326 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2026-08-25
NY RA APPROVED 2026-06-01
  • GA RA
    APPROVED
    Since 2026-08-25
  • NY RA
    APPROVED
    Since 2026-06-01

Branch Locations

400 Madison Avenue Suite 9D, New York, NY 10017 • United States

3344 Peachtree Road, Ne Suite 2050, Atlanta, GA 30326 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Athens Academy Athens GA 01/2016 12/2018
University Of Georgia Athens GA 01/2019 05/2023
Asset Preservation Advisors New York NY 06/2023 Present
  • 01/2016 → 12/2018
    Athens Academy
    Athens, GA
  • 01/2019 → 05/2023
    University Of Georgia
    Athens, GA
  • 06/2023 → Present
    Asset Preservation Advisors
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-30
  • S65 Uniform Investment Adviser Law Examination
    2026-05-30

View on SEC IAPD

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