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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2020-07-14 |
Branch Locations
3121 Macatawa Dr. Sw, Grandville, MI 49418 • United States
109 N. Buchanan St., Spring Lake, MI 49456 • 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 |
|---|---|---|---|---|
| The Prudential Insurance Company Of America | Grand Haven | MI | 12/2003 | 03/2020 |
| Voya Financial Advisors | Grand Haven | MI | 09/2014 | 03/2020 |
| Planmember Securities Corporation | Carpinteria | CA | 07/2020 | Present |
| Great Lake Financial Management Group Llc | Spring Lake | MI | 01/2007 | 12/2019 |
| Lakeshore Financial Advisory Llc | Spring Lake | MI | 07/2020 | Present |
| Williams & Co Dba Williams And Company Financial Services | Grandville | MI | 06/2020 | Present |
1) Williams & Co dba Williams and Company Financial Services-4445 Wilson Ave SW, Grandville, MI 49418; Investment related; Financial sales & svcs; Advisor; Start date 6/2020; 100 hrs/mnth; 80 hrs/mnth during trading. 2) LakeShore Financial Advisory LLC-109 N. Buchanan St., Spring Lake, MI 49456; Investment related; Financial & insurance sales & svcs; Owner; Start date 7/2020; 80 hrs/mnth & during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-06-23 |
| S66 | Uniform Combined State Law Examination | 2004-02-06 |
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