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33335 Grand River, Farmington, MI 48336 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-07-28 |
Branch Locations
Boca Raton, FL • 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 |
|---|---|---|---|---|
| Palm Beach Schools | Palm Beach | FL | 08/2021 | 10/2024 |
| Self-Employed | Boca Raton | FL | 05/2015 | Present |
| Valuteachers Inc. | Ponte Vedra | FL | 10/2023 | Present |
| Asset Allocation Strategies, Llc. | Farmington | MI | 06/2025 | Present |
| Glp Investment Services, Llc | Farmington | MI | 07/2025 | Present |
1) VALUTEACHERS | INVESTMENT-RELATED | PONTE VEDRA, FL | NATURE: INSURANCE, FIXED/INDEXED ANNUITY SALES | POSITION: INSURANCE AGENT, INDEPENDENT CONTRACTOR | START DATE: 10/2023 | APX. HRS/MONTH: 120 (100 DURING TRADING HOURS) | DUTIES: PROSPECTING PUBLIC SCHOOL EMPLOYEES TO MARKET FIXED/INDEX ANNUITY PRODUCTS. 2) LANGUAGE INTERPRETER, SELF-EMPLOYED | INVESTMENT RELATED: NO | BOCA RATON, FL | NATURE: LANGUAGE INTERPRETATION SERVICES | POSITION: INTERPRETER | START DATE: 5/2015 | APX. HOURS/MO: 10-15 (DURING TRADING HOURS) | INTERPRET LANGUAGE PAIRS- PORTUGUESE/ENGLISH, SPANISH/ENGLISH. 3) HEALTH INSURANCE, SELF-EMPLOYED | INVESTMENT RELATED: YES| BOCA RATON, FL | NATURE: HEALTH INSURANCE SALES | POSITION: AGENT| START DATE: 6/2024 | APX. HOURS/MO: 5 (DURING TRADING HOURS) | DUTIES: PROSPECTING CLIENTS FOR MEDICARE SUPPLEMENTS AND MEDICARE ADVANTAGE PRODUTS. 4) ASSET ALLOCATION STRATEGIES, LLC | INVESTMENT RELATED | LOCATED IN FLORIDA, SUPERVISED FROM FARMINGTON MI | NATURE: INVESTMENT ADVISOR | POSITION: IAR | START DATE: JUNE 2025 | APX___ HRS/MO., ___ HRS DURING TRADING HOURS | DUTIES: SOLICIT, SERVICE, ACTIVELY MANAGE ADVISORY ACCOUNTS/CLIENTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-18 |
| S63 | Uniform Securities Agent State Law Examination | 2002-07-17 |
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