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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 | 2011-02-25 |
Branch Locations
33335 Grand River, Farmington, MI 48336 • United States
4576 Grand Haven Rd, Muskegon, MI 49441 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Advocacy Alliance Agency Llc | Muskegon | MI | 04/2006 | Present |
| Glp & Associates | Norton Shores | MI | 06/2007 | Present |
| Glp Investment Services, Llc | Norton Shores | MI | 06/2007 | Present |
| Asset Allocation Strategies, Llc | Norton Shores | MI | 02/2011 | Present |
(1) GLP & ASSOCIATES, INVESTMENT RELATED, NORTON SHORES, MI, NATURE: LIFE INSURANCE/ANNUITY SALES, POSITION: INSURANCE AGENT, START DATE: JUNE 2007, APX 70 HRS/MO., 60 HRS DURING TRADING HOURS, DUTIES: LIFE INSURANCE AND FIXED/INDEX ANNUITY SALES AND SERVICING INSURANCE CLIENTS. (2) ADVOCACY ALLIANCE AGENCY; INVESTMENT RELATED; PRESIDENT; NORTON SHORES, MI 49445; DEVOTES 5 HOURS PER MONTH (NOT DURING MARKET HOURS); START DATE: 2006; SELL HEALTH, ACCIDENT, AND LIFE INSURANCE. (3) ASSET ALLOCATION STRATEGIES, LLC; INVESTMENT RELATED; LOCATION: IN NORTON SHORES, MI, SUPERVISED FROM FARMINGTON, MI; NATURE: INVESTMENT ADVISOR; POSITION: IAR; START DATE: 02/2011; APX 50 HRS/MO.,45 HRS DURING TRADING HOURS; DUTIES: SOLICIT, SERVICE, ACTIVELY MANAGE ADVISORY ACCOUNTS/CLIENTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-10-06 |
| S63 | Uniform Securities Agent State Law Examination | 2004-05-14 |
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