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33335 Grand River, Farmington, MI 48336 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2020-12-01 |
Branch Locations
33335 Grand River, Farmington, MI 48336 • United States
3258 Clear Vista Ct., Grand Rapids, MI 49525 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Glp Investment Services, Llc | Grand Rapids | MI | 10/2014 | Present |
| Glp & Associates | Grand Rapids | MI | 12/2014 | Present |
| Asset Allocation Strategies, Llc | Grand Rapids | MI | 07/2020 | Present |
(1) GLP & ASSOCIATES, INVESTMENT RELATED, 33335 GRAND RIVER AVE. HQ IN FARMINGTON MI, BRANCH IN GRAND RAPIDS, MI. NATURE: LIFE INSURANCE/ANNUITY SALES, POSITION: INSURANCE AGENT, START DATE: 12/20014, APX 30 HRS/MO., 25 HRS DURING TRADING HOURS, DUTIES: LIFE INSURANCE AND FIXED/INDEX ANNUITY SALES AND SERVICING INSURANCE CLIENTS. (2) ASSET ALLOCATION STRATEGIES, LLC. INVESTMENT RELATED. HQ IN FARMINGTON, MI, BRANCH IN GRAND RAPIDS, MI. NATURE: INVESTMENT ADVISOR. POSITION: IAR. START DATE: 07/2020. APX 80 HRS/MO., 70 HRS DURING TRADING HOURS. DUTIES: SOLICIT, SERVICE, ACTIVELLY MANAGE ADVISORY ACCOUNTS/CLIENTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-07-28 |
| S63 | Uniform Securities Agent State Law Examination | 2014-12-01 |
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