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3331 W. Big Beaver Rd Suite 118, Troy, MI 48084 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-07-22 |
Branch Locations
3331 W. Big Beaver Rd Suite 118, Troy, MI 48084 • United States
3 disclosure categories 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 |
|---|---|---|---|---|
| G.D. Tax And Associates | Troy | MI | 02/2012 | Present |
| Elevated Performance Investment Group, Llc | Troy | MI | 03/2015 | 02/2017 |
| Asset Preservation Capital, Llc | Troy | MI | 06/2013 | Present |
| Healthview Asset Management, Inc. | Troy | MI | 01/2018 | 08/2019 |
| Asset Preservation Capital, Ltd | Troy | MI | 09/2019 | Present |
1) ASSET PRESERVATION CAPITAL, LLC - AGENT/OWNER - INSURANCE AND FINANCIAL SERVICES - TROY, MI SINCE 10/2011, approximately 50% of time. 2) G.D. TAX AND ASSOCIATES - OWNER - TAX PREPARATION - TROY, MI SINCE 02/2012, approximately 10% of time.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-12-13 |
| S63 | Uniform Securities Agent State Law Examination | 1982-11-24 |
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