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4450 Belden Village Ave Nw Suite 704, Canton, OH 44718 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-03-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Questar Capital Corporation | Minneapolis | MN | 10/2010 | 11/2018 |
| Questar Asset Management | Minneapolis | MN | 10/2010 | 11/2018 |
| Aan Wealth Advisors Llc | Canton | OH | 06/2023 | Present |
| Garden State Securities, Inc. | Easley | SC | 11/2018 | 06/2023 |
| Garden State Investment Advisory Services, Llc | Easley | SC | 11/2018 | 06/2023 |
INCOME & ASSET PRESERVATION, LLC. POSITION: Owner. NATURE: Sales and service. INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 03/08/2005 ADDRESS: 113 Poinsettia Court, Easley SC 29642 DESCRIPTION: All aspects relating to insurance sales and service.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 1984-11-14 |
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