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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2016-02-26 |
Branch Locations
3121 Macatawa Dr. Sw, Grandville, MI 49418 • United States
6267 Carpinteria Avenue, Carpinteria, CA 93010 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Planmember Securities Corporation | Carpinteria | CA | 02/2016 | Present |
| Williams & Co Dba Williams And Company Financial Services | Grandville | MI | 07/2005 | Present |
| Michigan Association Of Retired School Personnel (Marsp) | Lansing | MI | 07/2005 | Present |
| Lance Marcell (Self Employed) | Kingsford | MI | 07/2005 | Present |
1) Williams & Co dba Williams and Company Financial Services-4445 Wilson Ave SW, Grandville, MI 49418; Investment Related; Securities and Insurance Sales & Svcs; Agent; Start date 7/05; 160 hrs/mnth & during trading. 2) Michigan Association of Retired School Personnel (MARSP)-3645 E. Jolly Rd, Lansing, MI 48910; Investment Related; Educational Presentations; Presenter; Start date 7/05; 3 hrs/mnth; 0 hrs/mnth during trading. 3) Lance Marcell (self employed)-128 Maple St, Kingsford, MI 49802; Investment Related; Insurance (fixed) sales & svcs; Insurance Agent; Start date 7/05; 160 hrs/mnth & during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-03-03 |
| S63 | Uniform Securities Agent State Law Examination | 2001-06-20 |
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