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33335 Grand River, Farmington, MI 48336 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-01-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Glp & Associates, Llc | Farmington | MI | 05/2017 | Present |
| Glp Investment Services, Llc | Farmington | MI | 11/2018 | Present |
| Grand Valley State University | Grand Rapids | MI | 07/2016 | 05/2017 |
| Asset Allocation Strategies, Llc | Farmington | MI | 11/2018 | Present |
(1)GLP & ASSOCIATES | INVESTMENT RELATED | FARMINGTON, MI | NATURE: LIFE INSURANCE/ANNUITY SALES | POSITION: CLERICAL | START DATE: 05/2017 | LESS THAN 5 HOURS PER MONTH, DURING TRADING HOURS | DUTIES: CLERICAL / REMITTANCE AS NEEDED. (2)ASSET ALLOCATION STRATEGIES, LLC | INVESTMENT RELATED | FARMINGTON, MI | NATURE: INVESTMENT ADVISOR | POSITION: IAR / PRINCIPAL | START DATE: 11/2018 | APX. 100 HOURS PER MONTH, DURING TRADING HOURS/EXCLUDING HOLIDAYS | DUTIES: PRINCIPAL, SERVICE AND ACTIVELY MANAGE ADVISORY ACCOUNTS/CLIENTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-06-19 |
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