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33335 Grand River, Farmington, MI 48336 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-05-06 |
Branch Locations
33335 Grand River, Farmington, MI 48336 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Arboroakland Group | Royal Oak | MI | 11/2011 | 09/2017 |
| Pc Server And Parts | New Hudson | MI | 09/2017 | 05/2022 |
| Tip Top Screw | Oscoda | MI | 06/2022 | 09/2022 |
| Glp & Associates | Farmington | MI | 10/2022 | Present |
| Glp Investment Services | Farmington | MI | 01/2024 | Present |
| Asset Allocation Strategies, Llc | Farmington | MI | 03/2024 | Present |
(1) GLP & ASSOCIATES; INVESTMENT RELATED; 33335 GRAND RIVER AVE. FARMINGTON MI; NATURE: LIFE INSURANCE/ANNUITY SALES; POSITION: INSURANCE AGENT; START DATE: 10/2022; APX 160 HRS/MO., 140 HRS DURING TRADING HOURS; DUTIES: LIFE INSURANCE AND FIXED/INDEX ANNUITY SALES AND SERVICING INSURANCE CLIENTS. (2) ASSET ALLOCATION STRATEGIES, LLC; INVESTMENT RELATED; LOCATION: 33335 GRAND RIVER AVE. FARMINGTON MI; NATURE: INVESTMENT ADVISOR; POSITION: IAR; START DATE: MARCH 2024; APX (tbd)HRS/MO., DURING TRADING HOURS; DUTIES: SOLICIT, SERVICE, ACTIVELY MANAGE ADVISORY ACCOUNTS/CLIENTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-04 |
| S63 | Uniform Securities Agent State Law Examination | 2024-03-11 |
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