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33335 Grand River, Farmington, MI 48336 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-11-04 |
Branch Locations
3258 Clear Vista Ct., Grand Rapids, MI 49525 • United States
33335 Grand River, Farmington, MI 48336 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| South Haven Health System | South Haven | MI | 07/2016 | 12/2016 |
| Menards South Haven | South Haven | MI | 12/2018 | 01/2020 |
| Western Michigan University | Kalamazoo | MI | 01/2017 | 12/2018 |
| Principal Life Insurance Company | Kalamazoo | MI | 01/2022 | 05/2022 |
| Principal Securities Inc | Kalamazoo | MI | 01/2022 | 05/2022 |
| It-Il-Do Charters | South Haven | MI | 01/2015 | 12/2019 |
| Keller Williams | Mount Dora | MI | 03/2020 | 07/2020 |
| Ace Hardware | Leesburg | FL | 02/2020 | 04/2020 |
| H&R Block | Watervliet | MI | 12/2020 | 12/2021 |
| Self- Employed | Grandville | MI | 03/2020 | Present |
| Self-Employed | Grandville | MI | 06/2024 | Present |
| Glp Investment Services | Grand Rapids | MI | 07/2024 | Present |
| Asset Allocation Strategies | Grand Rapids | MI | 11/2024 | Present |
| Alpha Intelligence Inc. | Grandville | MI | 07/2015 | Present |
| Glp & Associates | Grand Rapids | MI | 11/2024 | Present |
(1)ALPHA INTELLIGENCE, INC. | NOT INVESTMENT RELATED | GRANDVILLE, MI | START DATE: 07/2015 | APX. 20 HOURS PER MONTH, 5 DURING TRADING HOURS | DUTIES: ASSIST WITH BUSINESS DEVELOPMENT, RELATIONSHIP BUILDING, MANUFACTURING, AND PRODUCTION OF PRODUCTS. (2)SELF-EMPLOYED DELIVERY DRIVER | NOT INVESTMENT RELATED | GRANDVILLE, MI | START DATE: 03/2020 | APX. 20 HOURS PER MONTH, 5 DURING TRADING HOURS | DUTIES: DELIVER ON-LINE ORDERS TO CONSUMERS (VIA INSTACART, SHIPT, ETC.) (3)eBAY | NOT INVESTMENT RELATED | GRANDVILLE, MI | START DATE: 03/2020 | APX. 5 HOURS PER MONTH, NOT DURING TRADING HOURS | DUTIES: LIST, SHIP, AND RECEIVE ITEMS. (4)SITE CAPTURE SPECIALIST | NOT INVESTMENT RELATED | GRANDVILLE, MI | START DATE: 06/2024 | APX. 4 HOURS PER MONTH, 1 DURING TRADING HOURS | DUTIES: CAPTURE CONSTRUCTION SITES WITH 360 CAMERAS. (5)GLP & ASSOCIATES | INVESTMENT RELATED | FARMINGTON, MI | NATURE: LIFE INSURANCE/ANNUITY SALES | POSITION: INSURANCE AGENT | START DATE: 11/2024 | APX 50 HRS/MO., DURING TRADING HOURS | DUTIES: LIFE INSURANCE AND FIXED/INDEX ANNUITY SALES AND SERVICING INSURANCE CLIENTS. (6)ASSET ALLOCATION STRATEGIES | INVESTMENT RELATED | GRAND RAPIDS, MI (SUPERVISED FROM FARMINGTON, MI) | IAR | START DATE: 11/2024 | APX. 50 HOURS PER MONTH, DURING TRADING HOURS | DUTIES: SOLICIT, SERVICE, ACTIVELY MANAGE ADVISORY ACCOUNTS/CLIENTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-02 |
| S63 | Uniform Securities Agent State Law Examination | 2024-09-16 |
| S66 | Uniform Combined State Law Examination | 2022-03-21 |
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