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33335 Grand River, Farmington, MI 48336 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2011-05-16 |
Branch Locations
33335 Grand River, Farmington, MI 48336 • United States
Trenton, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Glp And Associates | Farmington | MI | 04/2001 | Present |
| Glp Investment Services, Llc | Farmington | MI | 03/2002 | Present |
| Asset Allocation Strategies | Farmington | MI | 01/2011 | Present |
1) LAYMAN FINANCIAL LLC. INVESTMENT RELATED. 2001 WESTFIELD ROAD, TRENTON, MI 48183. INSURANCE AND ANNUITY SALES. PRESIDENT. STARTED 2008. 10 HOURS PER WEEK, 5 HOURS A MONTH DURING TRADING HOURS. 2) GLP & ASSOCIATES, INVESTMENT RELATED, 33335 GRAND RIVER AVE. FARMINGTON MI, NATURE: LIFE INSURANCE/ANNUITY SALES, POSITION: INSURANCE AGENT, START DATE: APRIL 2001, APX 80 HRS/MO., 70 HRS DURING TRADING HOURS, DUTIES: LIFE INSURANCE AND FIXED/INDEX ANNUITY SALES AND SERVICING INSURANCE CLIENTS. 3) ASSET ALLOCATION STRATEGIES, LLC; INVESTMENT RELATED; LOCATION:FARMINGTON, MI; NATURE: INVESTMENT ADVISOR; POSITION: IAR; START DATE: 01/2011; APX 25 HRS/MO., 25 HRS DURING TRADING HOURS; DUTIES: SOLICIT, SERVICE, ACTIVELY MANAGE ADVISORY ACCOUNTS/CLIENTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-05-12 |
| S63 | Uniform Securities Agent State Law Examination | 2002-05-04 |
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