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33335 Grand River, Farmington, MI 48336 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2022-02-28 |
Branch Locations
33335 Grand River, Farmington, MI 48336 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Glp Investment Services, Llc | Farmington | MI | 01/2021 | Present |
| Glp & Associates, Llc | Farmington | MI | 06/2020 | Present |
| Saugatuck Public Schools | Saugatuck | MI | 08/1997 | Present |
| Mermaid | Saugatuck | MI | 06/2002 | 09/2018 |
| Asset Allocation Strategies, Llc | Farmington | MI | 11/2021 | Present |
(1) SAUGATUCK PUBLIC SCHOOLS. NOT INVESTMENT-RELATED. ADDRESS: 201 W. RANDOLPH, DOUGLAS, MI 49406. NATURE: EDUCATION. POSITION: TEACHER. START DATE: 08/1997. HOURS DEVOTED PER MONTH: 180. DUTIES: MATH TEACHER, COACH. (2) GLP & ASSOCIATES, INVESTMENT RELATED, 33335 GRAND RIVER AVE. FARMINGTON MI, NATURE: LIFE INSURANCE/ANNUITY SALES, POSITION: INSURANCE AGENT, START DATE: JUNE 2020, APX 20 HRS/MO., 20 HRS DURING TRADING HOURS, DUTIES: LIFE INSURANCE AND FIXED/INDEX ANNUITY SALES AND SERVICING INSURANCE CLIENTS. (3)ASSET ALLOCATION STRATEGIES, LLC; INVESTMENT RELATED; LOCATED IN FARMINGTON, MI; NATURE: INVESTMENT ADVISOR; POSITION: IAR; START DATE: 11/2021; APX 10 HRS/MO., 5 HRS DURING TRADING HOURS; DUTIES: SOLICIT, SERVICE, ACTIVELY MANAGE ADVISORY ACCOUNTS/CLIENTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-26 |
| S63 | Uniform Securities Agent State Law Examination | 2021-05-05 |
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