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Current Employers
Planmember Securities Corporation

6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2016-02-18
  • MI RA
    APPROVED
    Since 2016-02-18

Branch Locations

3121 Macatawa Dr. Sw, Grandville, MI 49418 • United States

6267 Carpinteria Avenue, Carpinteria, CA 93010 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Planmember Securities Corporation Carpinteria CA 02/2016 Present
Williams & Co Dba Williams And Company Financial Services Grandville MI 09/2012 Present
Michigan Association Of Retired School Personnel (Marsp) Lansing MI 09/2012 Present
Ali Milanowski (Self Employed) Grandville MI 09/2012 Present
  • 02/2016 → Present
    Carpinteria, CA
  • 09/2012 → Present
    Williams & Co Dba Williams And Company Financial Services
    Grandville, MI
  • 09/2012 → Present
    Michigan Association Of Retired School Personnel (Marsp)
    Lansing, MI
  • 09/2012 → Present
    Ali Milanowski (Self Employed)
    Grandville, MI
Previous Registrations
  • 2011-12-06 → 2016-02-18
    Legend Advisory, Llc
    Grandville, MI
    Palm Beach Gardens, FL
Other Businesses

1) Williams & Co dba Williams and Company Financial Services - 3121 Macatawa Dr. SW, Grandville, MI 49418; Investment Related; Securities & Insurance Sales & Svcs; Agent; Start date 9/12; 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 9/12; 2 hrs/mnth & during trading. 3) Ali Milanowski (self employed) - 3121 Macatawa Dr. SW, Grandville, MI 49418; Investment related; Insurance (fixed) sales & svcs; Agent; Start date 9/12; 160 hrs/mnth & during trading. 4) University of Giving - 3121 Macatawa Dr. SW, Grandville, MI 49418; Noninvestment related; Charitable organization; Board of Directors; Start date 1/16; 1 hr/mnth; 0 hrs/mnth during trading. (5)Bear Paw Ranch LLC; 98 South Kings Highway 49656; Start Date 4/24/15; Proprietor/Member; Family shared property; 0 hrs/mo; 0 hrs/mo during trading; NIR

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-12-01
  • S66 Uniform Combined State Law Examination
    2011-12-01
Other Names
  • Aliceson Jeanne Williams

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