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33335 Grand River, Farmington, MI 48336 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-01-03 |
Branch Locations
33335 Grand River, Farmington, MI 48336 • United States
Aubrey, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Caitlin John, Llc. | Brighton | MI | 05/2017 | 07/2017 |
| Mrb Management Group | Firsco | TX | 08/2016 | 12/2017 |
| Veritas Independent Partners | Conway | AR | 07/2017 | 12/2018 |
| Glp Investment Services, Llc | Farmington | MI | 01/2019 | Present |
| Asset Allocation Strategies, Llc | Farmington | MI | 01/2019 | Present |
| Glp & Associates | Farmington | MI | 10/2018 | Present |
(1) GLP & ASSOCIATES | INVESTMENT RELATED | 33335 GRAND RIVER AVE. FARMINGTON MI | NATURE | LIFE INSURANCE/ANNUITY SALES | POSITION | INSURANCE AGENT | START DATE | 10/2018 | APX 80 HRS/MO. | 70 HRS DURING TRADING HOURS | DUTIES | LIFE INSURANCE AND FIXED/FIXED INDEX ANNUITY SALES AND SERVICING INSURANCE CLIENTS. (2) ASSET ALLOCATION STRATEGIES, LLC | INVESTMENT RELATED | LOCATED IN FRISCO, TX - SUPERVISED FROM FARMINGTON MI | NATURE: INVESTMENT ADVISOR | POSITION: IAR | START DATE: 01/2019 | APX 20 HRS/MO. | 20 HRS DURING TRADING HOURS | DUTIES: SOLICIT, SERVICE, ACTIVELY MANAGE ADVISORY ACCOUNTS/CLIENTS. (3) FINRA ARBITRATOR | INVESTMENT RELATED: YES | FRISCO, TX | NATURE: ARBITRATOR | START DATE: 5/6/25 | APX. HOURS/MO: TBD (ALL DURING TRADING HOURS) | DUTIES: RULE ON INDUSTRY DISPUTES
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-03-06 |
| S65 | Uniform Investment Adviser Law Examination | 1996-08-01 |
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