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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-06-11 |
| MI | RA | APPROVED | 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
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 | 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 |
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
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-02-02 |
| S65 | Uniform Investment Adviser Law Examination | 2013-01-19 |
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