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33335 Grand River, Farmington, MI 48336 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2023-12-01 |
| MI | RA | APPROVED | 2022-03-28 |
Branch Locations
33335 Grand River, Farmington, MI 48336 • United States
Grand Rapids, MI • United States
3258 Clear Vista Ct, Grand Rapids, MI 49525 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Huntington National Bank | Hudsonville | MI | 02/2015 | 07/2017 |
| Gill Staffing | Grand Rapids | MI | 07/2017 | 11/2020 |
| Glp & Associates, Inc. | Grand Rapids | MI | 12/2020 | Present |
| Glp Investment Services, Llc | Grand Rapids | MI | 07/2021 | Present |
| Asset Allocation Strategies, Llc | Grand Rapids | MI | 03/2022 | Present |
(1) GLP & ASSOCIATES, INVESTMENT RELATED, 33335 GRAND RIVER AVE. FARMINGTON MI, NATURE: LIFE INSURANCE/ANNUITY SALES, POSITION: INSURANCE AGENT, START DATE: DEC.2020, APX 80 HRS/MO., 70 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: 03/2022; APX 40 HRS/MO., 30 HRS DURING TRADING HOURS; DUTIES: SOLICIT, SERVICE, ACTIVELY MANAGE ADVISORY ACCOUNTS/CLIENTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 2021-09-03 |
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