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33335 Grand River, Farmington, MI 48336 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-13 |
| MI | RA | APPROVED | 2020-07-31 |
Branch Locations
3258 Clear Vista Ct., Grand Rapids, MI 49525 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Glp Investment Services,Llc | Grand Rapids | MI | 04/2002 | Present |
| Glp & Associates, Inc. | Grand Rapids | MI | 04/2002 | Present |
| Asset Allocation Strategies, Llc | Grand Rapids | MI | 07/2020 | Present |
(1) DPS FINANCIAL INC. INVESTMENT-RELATED. FIXED INTEREST AND INSURANCE PRODUCTS. 1514 WEALTHY STREET S.E., SUITE 256, GRAND RAPIDS, MI 49506. INVESTMENT AND RETIREMENT PLANNING. PRESIDENT. 25 HOURS PER MONTH DURING TRADING HOURS. (2) SANMAN PROPERTIES, LLC. INVESTMENT-RELATED. ADDRESS: 3258 CLEAR VISTA CT, GRAND RAPIDS, MI 49525. NATURE: BUYING/RENTING HOUSES. POSITION: MANAGING MEMBER. START DATE: MAY 2018. HOURS DEVOTED PER MONTH: 10 HOURS. DUTIES: SUPERVISE, INVEST IN PROPERTY FOR IMPROVEMENTS, HELP WITH RENTAL DUTIES. (3) CLEAR VISTA LLC. INVESTMENT-RELATED. ADDRESS: 3258 CLEAR VISTA CT, GRAND RAPIDS, MI 49525. NATURE: BUYING/RENTING PROPERTIES. POSITION: PART OWNER. START DATE: 08/2020. HOURS DEVOTED PER MONTH: 4HRS. DUTIES: MANAGE AND COLLECT RENT. (4) MM GEN RECOVERY, LLC. INVESTMENT-RELATED. ADDRESS: 3258 CLEAR VISTA CT, GRAND RAPIDS, MI 49525. NATURE: BUYING/RENTING PROPERTIES. POSITION: PART OWNER. START DATE: 01/2021. HOURS DEVOTED PER MONTH: 4HRS. DUTIES: MANAGE AND COLLECT RENT. (5) GLP & ASSOCIATES, INVESTMENT RELATED, LOCATED IN GRAND RAPIDS, SUPERVISED FROM FARMINGTON MI, NATURE: LIFE INSURANCE/ANNUITY SALES, POSITION: INSURANCE AGENT, START DATE: APRIL 2002, APX 40 HRS/MO., 35 HRS DURING TRADING HOURS, DUTIES: LIFE INSURANCE AND FIXED/INDEX ANNUITY SALES AND SERVICING INSURANCE CLIENTS. (6) ASSET ALLOCATION STRATEGIES, LLC; INVESTMENT RELATED; LOCATED IN GRAND RAPIDS, SUPERVISED FROM FARMINGTON, MI; NATURE: INVESTMENT ADVISOR; POSITION: IAR; START DATE: 07/2020; APX 70 HRS/MO., 65 HRS DURING TRADING HOURS; DUTIES: SOLICIT, SERVICE, ACTIVELY MANAGE ADVISORY ACCOUNTS/CLIENTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-07-28 |
| S63 | Uniform Securities Agent State Law Examination | 1990-01-04 |
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