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33335 Grand River, Farmington, MI 48336 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-12-08 |
| MI | RA | APPROVED | 2025-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Wholesale Mortgage | Pontiac | MI | 09/2020 | 09/2022 |
| Michigan State University | East Lansing | MI | 09/2016 | 09/2020 |
| De La Salle Collegiate | Warren | MI | 09/2012 | 09/2016 |
| Unemployed | Pontiac | MI | 09/2022 | 03/2023 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 03/2023 | 12/2024 |
| Northwestern Mutual Investment Services Llc | Grand Rapids | MI | 06/2023 | 12/2024 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 10/2023 | 12/2024 |
| Glp Investment Services, Llc | Farmington | MI | 12/2024 | Present |
| Asset Allocation Strategies, Llc | Farmington | MI | 12/2024 | Present |
| Glp & Associates | Farmington | MI | 12/2024 | Present |
(1) GLP & ASSOCIATES | INVESTMENT RELATED | FARMINGTON, MI | NATURE: LIFE INSURANCE/ANNUITY SALES | POSITION: INSURANCE AGENT | START DATE: Dec.2024| APX 90 HRS/MO., 80 HRS DURING TRADING HOURS | DUTIES: LIFE INSURANCE AND FIXED/INDEX ANNUITY SALES AND SERVICING INSURANCE CLIENTS. (2) ASSET ALLOCATION STRATEGIES, LLC | INVESTMENT RELATED | FARMINGTON, MI | NATURE: INVESTMENT ADVISOR | POSITION: IAR | START DATE: Dec.2024| APX 90 HRS/MO., 80 HRS DURING TRADING HOURS | DUTIES: SOLICIT, SERVICE, ACTIVELY MANAGE ADVISORY ACCOUNTS/CLIENTS. (3) GROUP MEDICAL, LIFE, and DISABILITY INSURANCE SALES | INVESTMENT RELATED | GRAND RAPIDS, MI | NATURE: GROUP INSURANCE SALES | POSITION: AGENT| START DATE: JAN.2026 | APX. HOURS/MO: 120 (6 DURING TRADING HOURS)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-13 |
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