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33335 Grand River, Farmington, MI 48336 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2012-09-21 |
Branch Locations
33335 Grand River, Farmington, MI 48336 • United States
West Bloomfield, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Glp Investment Services | Farmington | MI | 03/2012 | Present |
| Preferred Underwriters | Southfield | MI | 01/1997 | Present |
| Asset Allocation Strategies, Llc | Farmington | MI | 09/2012 | Present |
(1) PREFERRED UNDERWRITERS INC. THE BUSINESS IS INVESTMENT RELATED. IT IS LOCATED AT 16250 NORTHLAND DR., STE 235, SOUTHFIELD, MI 48075. THE BUSINESS IS AN INSURANCE AGENCY. I AM THE VICE PRESIDENT OF THE COMPANY. THIS RELATIONSHIP STARTED 01/1997. I CURRENTLY WORK 160 HOURS A MONTH AND MY DUTIES CONSIST OF SALES. (2) ASSET ALLOCATION STRATEGIES, LLC; INVESTMENT RELATED; LOCATION: FARMINGTON, MI; NATURE: INVESTMENT ADVISOR; POSITION: IAR; START DATE: 09/2012; APX 10 HRS/MO., 10 HRS DURING TRADING HOURS; DUTIES: SOLICIT, SERVICE, ACTIVELY MANAGE ADVISORY ACCOUNTS/CLIENTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-07-20 |
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