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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2016-02-22 |
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 | 10/2006 | Present |
| Ottawa Area Isd | Holland | MI | 01/2007 | Present |
| Doug Bagley (Self Employed) | Grand Haven | MI | 10/2006 | Present |
| (Marsp) Michigan Association Of Retired School Personnel | Lansing | MI | 01/2020 | Present |
1) Williams & Co dba Williams and Company Financial Services - 3121 Macatawa Dr. SW, Grandville, MI 49418; Investment related; Securities and Insurance Sales & Svcs; Agent; Start date 10/06; 80 hrs/mnth; 60 hrs/mnth during trading. 2) Ottawa Area ISD-6364 136th Ave, Holland, MI 49424; Noninvestment related; Educational Business Training Services; Corporate Training Supervisor; Start date 1/07; 160 hrs/mnth & during trading. 3) Doug Bagley (self employed)-14111 Payne Forest Ave, Grand Haven, MI 49417; Investment related; Insurance (fixed) sales & svcs; Agent; Start date 10/06; 20 hrs/mnth & during trading. 4)Michigan Association of Retired School Personnel (MARSP);3645 E. Jolly Rd, Lansing, MI 48910; Start date 1/1/20; Presenter; Educational services & presentations; 1 hrs/mnth; 0 hrs/mnth during trading; IR
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-04-21 |
| S63 | Uniform Securities Agent State Law Examination | 2006-11-15 |
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