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33335 Grand River, Farmington, MI 48336 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valuteachers | Ponte Vedra | FL | 09/2015 | Present |
| Glp Investment Services, Llc | Farmington | MI | 07/2021 | Present |
| Asset Allocation Strategies, Llc | Farmington | MI | 11/2021 | Present |
(1) Longevity Financial; Investment related - yes; Nature - Insurance (Life & Annuity) Sales; Owner; Start date - 01/2019; Hrs per Month - 5; Duties - Work via agent contract with Valuteachers for sales of life insurance and annuities (2) Valuteachers; Investment Related - yes; 90 Fort Wayne Rd. Suite 116 Ponte Vedra FL 32081; Nature - Life insurance and annuity sales; Executive National Sales Director; Start Date - 9/2015; Hrs per Month - 60; Duties - Marketing and sales of life insurance and annuity products as well as recruiting, training and managing a team. (3) ASSET ALLOCATION STRATEGIES, LLC; INVESTMENT RELATED; LOCATED IN DEBARY, FL - SUPERVISED FROM FARMINGTON, MI; NATURE: INVESTMENT ADVISOR; POSITION: IAR; START DATE: 11/2021; APX 30 HRS/MO., 30HRS DURING TRADING HOURS; DUTIES: SOLICIT, SERVICE, ACTIVELY MANAGE ADVISORY ACCOUNTS/CLIENTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-11-02 |
| S63 | Uniform Securities Agent State Law Examination | 2021-08-05 |
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