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Current Employers
Planmember Securities Corporation

6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-06-11
MI RA APPROVED 2016-02-18
  • TX RA
    APPROVED_RES
    Since 2020-06-11
  • MI RA
    APPROVED
    Since 2016-02-18

Branch Locations

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

10291 E Grand River Ave, Suite C, Brighton, MI 48116 • 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 11/2012 Present
Michigan Association Of Retired School Personnel (Marsp) Lansing MI 01/2014 Present
Dave Meckstroth (Self Employed) Indian River MI 01/2014 Present
Amazing Day Weddings Traverse City MI 11/2016 Present
  • 02/2016 → Present
    Carpinteria, CA
  • 11/2012 → Present
    Williams & Co Dba Williams And Company Financial Services
    Grandville, MI
  • 01/2014 → Present
    Michigan Association Of Retired School Personnel (Marsp)
    Lansing, MI
  • 01/2014 → Present
    Dave Meckstroth (Self Employed)
    Indian River, MI
  • 11/2016 → Present
    Amazing Day Weddings
    Traverse City, MI
Previous Registrations
  • 2013-01-23 → 2016-02-19
    Legend Advisory, Llc
    Grandville, MI
    Palm Beach Gardens, FL
    Indian River, MI
Other Businesses

1) Williams & Co dba Williams and Company Financial Services - 3121 Macatawa Dr. SW, Grandville, MI 49418; Investment related; Securities and insurance sales & services; Agent; Start date 11/12; 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 /14; 1-2 hrs/mnth; 0 hrs/mnth during trading. 3) Dave Meckstroth (self employed)-4649 Forest Trail, Indian River, MI 49417; Investment related; Insurance (fixed) sales & svcs; Insurance Agent; Start date 1/14; 160 hrs/mnth & during trading. 4) Inland Lakes Booster Club-4363 S. Straits Hwy, Indian River, MI 49749; Noninvestment related; Non-profit, school supported arts, athletics, academics; Treasurer; Start date 5/14; 5 hrs/mnth; 0 hrs/mnth during trading. 5)Amazing Day Weddings; 4800 E Red Oaks Drive Traverse City MI 49685; start date 11/27/2016; officiant; perform wedding ceremonies; 4 hrs/mo; 0 hrs/mo during trading; NIR

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2013-02-02
S65 Uniform Investment Adviser Law Examination 2013-01-19
  • S63 Uniform Securities Agent State Law Examination
    2013-02-02
  • S65 Uniform Investment Adviser Law Examination
    2013-01-19

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