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33335 Grand River, Farmington, MI 48336 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
| MI | RA | APPROVED | 2025-01-01 |
| GA | RA | APPROVED | 2021-06-11 |
| NC | RA | APPROVED | 2021-06-02 |
| TX | RA | APPROVED_RES | 2021-05-20 |
| WA | RA | APPROVED | 2021-05-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Glp Investment Services | Farmington | MI | 02/2012 | Present |
| Glp & Associates | Farmington | MI | 08/2012 | Present |
| Asset Allocation Strategies, Llc | Farmington | MI | 09/2012 | Present |
(1) GLP & ASSOCIATES | INVESTMENT RELATED | FARMINGTON, MI | NATURE: LIFE INSURANCE/ANNUITY SALES | POSITION: INSURANCE AGENT| START DATE: 08/2012 | APX 5 HOURS PER MONTH, 5 DURING TRADING HOURS | DUTIES: LIFE INSURANCE AND FIXED/INDEX ANNUITY SALES AND SERVICING INSURANCE CLIENTS. (2) ASSET ALLOCATION STRATEGIES, LLC | INVESTMENT RELATED | FARMINGTON, MI | NATURE: INVESTMENT ADVISOR | POSITION: IAR / PRINCIPAL & DIRECTOR OF OPS. | START DATE: 09/2012 | APX. 70 HOURS PER MONTH, 60-65 DURING TRADING HOURS/EXCLUDING HOLIDAYS | DUTIES: PRINCIPAL & DIRECTOR OF OPS - SUPERVISE, TRAIN AND ASSIST OTHER ADVISORS, BACK OFFICE ADMINISTRATION/OPERATIONS, COMPLIANCE. IAR - SERVICE AND ACTIVELY MANAGE ADVISORY ACCOUNTS/CLIENTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-03-13 |
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