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2750 William D. Tate Ave. Suite 100, Grapevine, TX 76051 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2009-01-05 |
Branch Locations
2750 William D. Tate Ave. Suite 100, Grapevine, TX 76051 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Asset Preservation Group Inc | Bedford | TX | 07/1999 | Present |
| National Planning Corporation | Grapevine | TX | 11/2008 | 09/2017 |
| Purshe Kaplan Sterling Investments, Inc | Albany | NY | 09/2017 | Present |
1. The Asset Preservation Group, Inc. Investment Related. 2750 William D Tate Avenue, Suite 100, Grapevine, TX 76051. RIA. Vice President. 03/2007. 125 Hrs/Mo; All During Trading Hours. Maintain Client Accounts, Monitor Investment Progress, and Communicate with Clients. 2. Fixed Insurance - The Asset Preservation Group. 2750 William D Tate Avenue, Suite 100, Grapevine, TX 76051. Life Insurance & Fixed Annuity Sales. Sales Rep. 07/1999. 20 Hrs/Mo; All During Trading Hours. Life Insurance Sales and Planning. Fixed Annuity Sales.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-03-22 |
| S63 | Uniform Securities Agent State Law Examination | 1987-09-16 |
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