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Advisor at ASSET PRESERVATION CAPITAL, LTD
TROY, MI
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 CAPITAL, LTD | State registered | Jul 22, 2026 | n/a | yes | TROY, MI | Current employment |
| HEALTHVIEW ASSET MANAGEMENT, INC. | Independent wealth | Jan 31, 2018 | Aug 20, 2019 | no | Troy, MI | Previous registration |
| ELEVATED PERFORMANCE INVESTMENT GROUP, LLC | State registered | Mar 28, 2016 | Feb 1, 2017 | no | Troy, MI|CHARLOTTE, NC | Previous registration |
| SPECTRUM FINANCIAL RESOURCES | Independent wealth | Jan 11, 2012 | Dec 4, 2015 | no | TROY, MI|TROY, MI | Previous registration |
| ASSET ADVISORS, LLC | n/a | Dec 21, 2010 | Nov 2, 2011 | no | TROY, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| HEALTHVIEW ASSET MANAGEMENT, INC. | ASSET PRESERVATION CAPITAL, LTD | Aug 20, 2019 | Jul 22, 2026 | 2,528 | Firm change after gap | RIA to state RIA |
| ELEVATED PERFORMANCE INVESTMENT GROUP, LLC | HEALTHVIEW ASSET MANAGEMENT, INC. | Feb 1, 2017 | Jan 31, 2018 | 364 | Firm change | Other |
| SPECTRUM FINANCIAL RESOURCES | ELEVATED PERFORMANCE INVESTMENT GROUP, LLC | Dec 4, 2015 | Mar 28, 2016 | 115 | Firm change | Other |
| ASSET ADVISORS, LLC | SPECTRUM FINANCIAL RESOURCES | Nov 2, 2011 | Jan 11, 2012 | 70 | Firm change | Other |