Joshua Richard Williams

Current Employers

Employment History

• 02/2016 → Present
  Planmember Securities Corporation
  Carpinteria, CA
• 03/2008 → Present
  Williams & Co Dba Williams And Company Financial Services
  Grandville, MI
• 03/2015 → Present
  Michigan Association Of Retired School Personnel (Marsp)
  Lansing, MI
• 03/2008 → Present
  W&C Wealth Management
  Grandville, MI
• 03/2008 → Present
  Joshua Williams (Self Employed)
  Grandville, MI
• 06/2016 → Present
  Trustmark Insurance
  Grandville, MI
• 01/2020 → Present
  Williams & Company Executive Services
  Grandville, MI

Previous Registrations

• 2009-11-09 → 2016-02-18
  Legend Advisory, Llc
  Grandville, MI
  Palm Beach Gardens, FL
  Las Vegas, NV

Other Businesses

1) Williams & Co dba Williams and Company Financial Services - 3121 Macatawa Dr. SW, Grandville, MI 49418; Investment related; Securities & insurance sales & svcs; Vice President; Start date 3/08; 25 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 3/15; 1 hr/mnth & during trading. 3) W&C Wealth Management - 3121 Macatawa Dr. SW, Grandville, MI 49418; Investment related; investments/wrap mutual funds/focus is solely on business with professional athletes; Vice President; Start date 3/08; less than 1 hr/mnth & during trading. 4) Joshua Williams (self employed) - 3121 Macatawa Dr. SW, Grandville, MI 49418; Investment related; Insurance (fixed & life) sales & svcs; Agent; Start date 3/08; 20 hrs/mnth & during trading. 5)Trustmark Insurance; 3121 Macatawa Dr. SW Grandville MI 49418; Agent; Start Date: 6/12/2016; Nature of Bus: Selling insurance and Trustmark Voluntary Benefits which includes insurance sales and services including health and disability and lead generator; IR; Approx. Number of Hours/Month Devoted to this Business: 10;Approx. Number of Hours/Month Devoted to this Business during trading hours: 3 (6)Williams & Company Executive Service LLC DBA Williams & Company Executive Services; 3121 Macatawa Dr. SW Grandville MI 49418; start date 1/22/2020; Vice President; provides consulting/negotiating services to superintendents who are negotiating their pay packages; 20 hrs/mo; 20 hrs/mo during trading; NIR (7)Bear Paw Ranch LLC; 98 South Kings Highway 49656; Start Date 4/24/15; Partner; Ownership of vacation residence; 0 hrs/mo; 0 hrs/mo during trading; NIR

Exams

• S66 Uniform Combined State Law Examination
  2008-08-01

Designations