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33335 Grand River, Farmington, MI 48336 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2012-01-17 |
Branch Locations
33335 Grand River, Farmington, MI 48336 • United States
199 W. 34Th St., Holland, MI 49423 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Glp Investment Services, Llc | Holland | MI | 04/2011 | Present |
| Glp & Associates | Holland | MI | 08/2011 | Present |
| Asset Allocation Strategies, Llc | Holland | MI | 01/2012 | Present |
(1) HRI, INC | NOT INVESTMENT RELATED | HOLLAND, MI | NATURE: PROFESSIONAL SERVICES | POSITION: PRESIDENT | START DATE: 2013 | APX. 10 HRS PER MONTH, NOT DURING TRADING HOURS | DUTIES: MANAGER; PERSONAL CORPORATION FORMED FOR TAX PURPOSES. (2) GLP & ASSOCIATES | INVESTMENT RELATED | HOLLAND, MI | NATURE: LIFE INSURANCE/ANNUITY SALES | POSITION: INSURANCE AGENT | START DATE: 08/2011 | APX. 16 HRS PER MONTH, DURING TRADING HOURS | DUTIES: LIFE INSURANCE AND FIXED/INDEX ANNUITY SALES AND SERVICING INSURANCE CLIENTS. (3) ASSET ALLOCATION STRATEGIES, LLC | INVESTMENT RELATED | LOCATED IN HOLLAND MI - SUPERVISED FROM FARMINGTON, MI | NATURE: INVESTMENT ADVISOR | POSITION: IAR | START DATE: 01/20127 | APX. 112 HRS PER MONTH, 82 DURING TRADING HOURS | DUTIES: SOLICIT, SERVICE, ACTIVELY MANAGE ADVISORY ACCOUNTS/CLIENTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-07-23 |
| S63 | Uniform Securities Agent State Law Examination | 2005-08-17 |
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