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Current Employers
Asset Allocation Strategies, Llc

33335 Grand River, Farmington, MI 48336 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-07-28
  • FL RA
    APPROVED
    Since 2025-07-28

Branch Locations

Boca Raton, FL • United States

33335 Grand River, Farmington, MI 48336 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 08/2021 → 10/2024
    Palm Beach Schools
    Palm Beach, FL
  • 05/2015 → Present
    Self-Employed
    Boca Raton, FL
  • 10/2023 → Present
    Valuteachers Inc.
    Ponte Vedra, FL
  • 06/2025 → Present
    Farmington, MI
  • 07/2025 → Present
    Glp Investment Services, Llc
    Farmington, MI
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-18
S63 Uniform Securities Agent State Law Examination 2002-07-17
  • S65 Uniform Investment Adviser Law Examination
    2025-07-18
  • S63 Uniform Securities Agent State Law Examination
    2002-07-17
Other Names
  • Vera Jefremovas
  • Vera Jefremovas Pulskamp
  • Vera Jefremovas Pulskamp

View on SEC IAPD

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