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8031 Main Street, Suite 201, Dexter, MI 48130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-01-06 |
Branch Locations
8031 Main Street, Suite 201, Dexter, MI 48130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Glp & Associates | Farmington | MI | 01/2024 | Present |
| Northern Trust | Chicago | IL | 09/2022 | 12/2023 |
| Standish Management | Boston | MA | 11/2021 | 09/2022 |
| Unemployed | Farmington | MI | 05/2021 | 11/2021 |
| Student | Mt. Pleasant | MI | 08/2017 | 05/2021 |
| Student | Farmington | MI | 08/2013 | 08/2017 |
| Asset Allocation Strategies | Farmington | MI | 08/2024 | Present |
GLP & ASSOCIATES; INVESTMENT RELATED; 33335 GRAND RIVER AVE. FARMINGTON MI; NATURE: LIFE INSURANCE/ANNUITY SALES; POSITION: CONSERVATION SPECIALIST; START DATE: 01/2024; APX 160 HRS/MO., 150 HRS DURING TRADING HOURS; DUTIES: LIFE INSURANCE AND FIXED/INDEX ANNUITY SALES AND SERVICING EXSTING CLIENTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-08 |
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