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33335 Grand River, Farmington, MI 48336 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2017-02-03 |
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 And Associates | Jerome | MI | 04/2004 | Present |
| J And E Development, Llc | Adrian | MI | 04/2007 | Present |
| North Lakeside Partners, Llc | Jerome | MI | 01/2021 | Present |
| Asset Allocation Strategies, Llc | Jerome | MI | 02/2017 | Present |
| Glp Investment Services, Llc | Jerome | MI | 04/2004 | Present |
(1) J AND E DEVELOPMENT, LLC | ESTABLISHED 4/2007 | INVESTMENT RELATED | 2671 BENT OAK AVE, ADRIAN MI | MEMBER 50% | PURCHASE, REHAB AND RENT RESIDENTIAL PROPERTIES | LESS THAN 5 HOURS PER MONTH | NOT DURING MARKET HOURS. (2) NORTH LAKESIDE PARTNERS, LLC | ESTABLISHED 01/2021 | NOT INVESTMENT RELATED | 11690 N LAKESIDE DR, JEROME MI | NATURE: FORMED TO HELP WITH TAXES AND HAVE ABILITY TO HIRE ASSISTANT | OWNER / MANAGE AND RUN PAYROLL FOR ASSISTANT | APX. 2 HRS PER MONTH | NOT DURING MARKET HOURS. (3) GLP & ASSOCIATES | INVESTMENT RELATED | JEROME MI | NATURE: LIFE INSURANCE/ANNUITY SALES | POSITION: INSURANCE AGENT | START DATE: APRIL 2004 | APX 50 HRS/MO. | 45 HRS DURING TRADING HOURS | DUTIES: LIFE INSURANCE AND FIXED/INDEX ANNUITY SALES AND SERVICING INSURANCE CLIENTS. (4) LAKE LEANN PROPERTY - OWNERS ASSOCIATION | NOT INVESTMENT RELATED | 11701 E. CHICAGO, JEROME MI | COMMITTEE MEMBER ON LAKE CONTROL TO IMPROVE QUALITY | MEMBER START DATE: 2004 | 1to2 HOURS PER MONTH | NOT DURING TRADING HOURS | ATTEND MONTHLY MEETINGS AND VOLUNTEER WHEN NEEDED. (5) ASSET ALLOCATION STRATEGIES | LLC | INVESTMENT RELATED | LOCATED IN JEROME MI - SUPERVISED FROM FARMINGTON MI | NATURE: INVESTMENT ADVISOR | POSITION: IAR | START DATE: 02/2017 | APX 50 HRS/MO. | 45HRS DURING TRADING HOURS | DUTIES: SOLICIT, SERVICE, ACTIVELY MANAGE ADVISORY ACCOUNTS/CLIENTS. (6) NORTH LAKESIDE PROPERTIES, LLC | INVESTMENT RELATED | ADDRESS: JEROME, MI | NATURE: RENTAL PROPERTY/VRBO | POSITION: OWNER | START DATE: 09/2025 | APX. 5-10 HOURS/MO | DUTIES: OVERSEE BUILDING OF RENTAL PROPERTY AND MANAGE FUTURE RENTALS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-01-18 |
| S63 | Uniform Securities Agent State Law Examination | 2005-08-29 |
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