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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 | 2019-03-21 |
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 | 03/2001 | Present |
| Golden Age Marketing, Inc. | Brighton | MI | 03/2009 | Present |
| Estate Performance Advisors L.L.C. | Brighton | MI | 02/2019 | Present |
ESTATE PRESERVATION AGENCY, INC;INVESTMENT RELATED; 8571 W. GRAND RIVER AVE., SUITE 800, BRIGHTON MI 48116; INSURANCE SALES; PRESIDENT/INSURANCE AGENT;03/2001;INSURANCE AGENT; 130 HOURS A MONTH; 115 HOURS DURING SECURITIES TRADING; GENERAL BUSINESS SUPERVISION. GOLDEN AGE MARKETING; INVESTMENT RELATED; 8571 W. GRAND RIVER AVE., SUITE 800, BRIGHTON MI 48116;INSURANCE MARKETING;PRESIDENT;03/2009; GENERAL BUSINESS SUPERVISION; 30 HOURS A MONTH; 25 HOURS DURING SECURITIES TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-10 |
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