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Advisor at ASSET PRESERVATION ADVISORS, LLC
ATLANTA, GA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| ASSET PRESERVATION ADVISORS, LLC | Independent wealth | Dec 7, 2015 | n/a | yes | ATLANTA, GA | Current employment |
| MUNICIPAL PORTFOLIO MANAGERS, INC. | Former SEC adviser | Oct 14, 2015 | Nov 30, 2015 | no | ATLANTA, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MUNICIPAL PORTFOLIO MANAGERS, INC. | ASSET PRESERVATION ADVISORS, LLC | Nov 30, 2015 | Dec 7, 2015 | 7 | Firm change | Other |