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33335 Grand River, Farmington, MI 48336 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-08-01 |
Branch Locations
33335 Grand River, Farmington, MI 48336 • United States
Tustin, CA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Glp And Associates | Farmington | MI | 04/2013 | Present |
| Glp Investment Services | Farmington | MI | 12/2013 | Present |
| Asset Allocation Strategies, Llc | Farmington | MI | 08/2023 | Present |
(1) GLP & ASSOCIATES; INVESTMENT RELATED; 33335 GRAND RIVER AVE. FARMINGTON MI; NATURE: LIFE INSURANCE/ANNUITY SALES; POSITION: INSURANCE AGENT; START DATE: 04/2013; APX 100 HRS/MO., 95 HRS DURING TRADING HOURS; DUTIES: LIFE INSURANCE AND FIXED/INDEX ANNUITY SALES AND SERVICING INSURANCE CLIENTS. (2) ASSET ALLOCATION STRATEGIES, LLC; INVESTMENT RELATED; LOCATION: FARMINGTON, MI; NATURE: INVESTMENT ADVISOR; POSITION: IAR; START DATE: 08/2023; APX 18 HRS/MO DURING TRADING HOURS; DUTIES: SOLICIT, SERVICE, ACTIVELY MANAGE ADVISORY ACCOUNTS/CLIENTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-20 |
| S63 | Uniform Securities Agent State Law Examination | 2008-07-14 |
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