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33335 Grand River, Farmington, MI 48336 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-07 |
| MI | RA | APPROVED | 2025-01-07 |
Branch Locations
Bloomfield Hills, MI • United States
33335 Grand River, Farmington, MI 48336 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Glp & Associates | Farmington | MI | 05/1997 | Present |
| Glp Investment Services | Farmington | MI | 11/2000 | Present |
| Asset Allocation Strategies, Llc | Farmington | MI | 06/2020 | Present |
1) SRL RETIREMENT INVESTMENTS, INC. INVESTMENT RELATED BUSINESS. 1222 MARYMAR LANE, BLOOMFIELD HILLS, MI 48302. INSURANCE SALES. PRESIDENT. START DATE 2006. 10-20 HOURS PER MONTH DURING TRADING HOURS. DEVELOPMENT OF INVESTMENT STRATEGIES BASED ON CLIENT OBJECTIVES AND RISK TOLERANCE. 2) GLP & ASSOCIATES, INVESTMENT RELATED, 33335 GRAND RIVER AVE. FARMINGTON MI, NATURE: LIFE INSURANCE/ANNUITY SALES, POSITION: INSURANCE AGENT, START DATE: MAY 1997, 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. FARMINGTON, MI. NATURE: INVESTMENT ADVISOR. POSITION: IAR. START DATE: 10/2017. APX 80 HRS/MO., 70 HRS DURING TRADING HOURS. DUTIES: SOLICIT, SERVICE, ACTIVELLY MANAGE ADVISORY ACCOUNTS/CLIENTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-06-13 |
| S63 | Uniform Securities Agent State Law Examination | 1998-02-04 |
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