Role at Asset Preservation Advisors
- Title on Schedule A
- Chief Compliance Officer
- Control
- Tara Hart is a control person of Asset Preservation Advisors.
- Ownership
- An individual ownership band is not available in the source record.
- Tenure
- Tara Hart has held the filed role since August 2023.
The firm
Form ADV filed 30 March 2026
Career on record
The IAPD individual lookup on 18 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.
Registrations and exams
Individual registration and examination information for Tara Hart is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.
Officer record
- Full name
- Tara Hart
- CRD
- 7242865
- Record basis
- Form ADV officer listing
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov
Common questions
Where does Tara Hart work?
Tara Hart has been Chief Compliance Officer of Asset Preservation Advisors, LLC since August 2023, and is a control person of the firm.
Leadership at Asset Preservation Advisors
- Charles DotyCo-Chief Executive Officer / Partner
- Kevin WoodsCo-Chief Executive Officer / Chief Investment Officer / Partner
- Patricia HodgmanPresident / Partner
- Wesley WilliamsChief Operating Officer
- Kyle GerberdingManaging Director / Partner
- Kenneth WoodsChairman / Partner