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Vernon Russell Billingsley

Asset Preservation Group Inc

Grapevine, TX

CRD 1714367

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Employer firm

Asset Preservation Group Inc CRD 108150

$321M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Asset Preservation Group Inc

2750 William D. Tate Ave. Suite 100, Grapevine, TX 76051 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2009-01-05
  • TX RA
    APPROVED
    Since 2009-01-05

Branch Locations

2750 William D. Tate Ave. Suite 100, Grapevine, TX 76051 • 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
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
  • 07/1999 → Present
    Bedford, TX
  • 11/2008 → 09/2017
    National Planning Corporation
    Grapevine, TX
  • 09/2017 → Present
    Purshe Kaplan Sterling Investments, Inc
    Albany, NY
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-03-22
S63 Uniform Securities Agent State Law Examination 1987-09-16
  • S65 Uniform Investment Adviser Law Examination
    1999-03-22
  • S63 Uniform Securities Agent State Law Examination
    1987-09-16

View on SEC IAPD

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