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33335 Grand River, Farmington, MI 48336 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-11-23 |
| MI | RA | APPROVED | 2019-06-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jersey Mike'S Subs | Northridge | CA | 01/2012 | 04/2017 |
| Service Titan | Glendale | CA | 12/2014 | 06/2017 |
| Unemployed | South Haven | MI | 06/2017 | 10/2017 |
| Glp Investment Services, Llc | South Haven | MI | 10/2017 | Present |
| Asset Allocation Strategies, Llc | South Haven | MI | 06/2019 | Present |
| Glp & Associates, Llc | South Haven | MI | 09/2017 | Present |
1) LCK, Inc., Investment Related. South Haven, MI. Nature: Flow-through for fixed insurance compensation. Position: Employee. Start Date: 2016. Hours Devoted per month: 12, Duties: technology, filing. 2) GLP & ASSOCIATES, INVESTMENT RELATED, HQ IN FARMINGTON MI, BRANCH IN SOUTH HAVEN, MI. NATURE: LIFE INSURANCE/ANNUITY SALES. POSITION: INSURANCE AGENT, START DATE: 09/2017, APX 40 HRS/MO., 30 HRS DURING TRADING HOURS, DUTIES: LIFE INSURANCE AND FIXED/INDEX ANNUITY SALES AND SERVICING INSURANCE CLIENTS. 3) ASSET ALLOCATION STRATEGIES, LLC. INVESTMENT RELATED. HQ IN FARMINGTON, MI, BRANCH IN SOUTH HAVEN, MI. NATURE: INVESTMENT ADVISOR. POSITION: IAR. START DATE: 06/2019. APX 80 HRS/MO., 70 HRS DURING TRADING HOURS. DUTIES: SOLICIT, SERVICE, ACTIVELY MANAGE ADVISORY ACCOUNTS/CLIENTS. 4) FIVE LAKES PROPERTY SERVICE | INVESTMENT RELATED | LUDINGTON, MI | NATURE: RENTAL PROPERTY | POSITION: BUSINESS OWNER/PARTNER| START DATE: 06/2023 | APX. HOURS/MO: 5 (NONE DURING TRADING HOURS) | DUTIES: OVERSEE APP/PHONE COMMUNICATIONS & ASSESS DAMAGES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-06-03 |
| S63 | Uniform Securities Agent State Law Examination | 2018-08-03 |
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