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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-05-04 |
Branch Locations
6267 Carpinteria Avenue, Carpinteria, CA 93010 • United States
3121 Macatawa Dr. Sw, Grandville, MI 49418 • United States
10291 E Grand River Ave, Suite C, Brighton, MI 48116 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sub-Contracted By Jmi Reports | Mcbain | MI | 06/2013 | 06/2020 |
| The O.N. Equity Sales Company | Cincinnati | OH | 12/2015 | 05/2023 |
| Ohio National Financial Services | Cincinnati | OH | 05/2015 | 05/2023 |
| Planmember Securities Corporation | Carpinteria | CA | 05/2023 | Present |
| Williams & Co Dba Williams And Company Financial Services | Grandville | MI | 05/2023 | Present |
| Michigan Association Of Retired School Personnel (Marsp) | Grandville | MI | 05/2023 | Present |
| Loren Quist (Self Employed) | Mcbain | MI | 05/2015 | Present |
| Loren Quist (Self Employed) | Mcbain | MI | 11/2022 | Present |
1) Williams & Co dba Williams and Company Financial Services-3121 Macatawa Dr. SW, Grandville, MI; Investment related; Financial services-securities & insurance sales & svcs; Representative; Start date 5/2023; 120 hrs/mnth; 45 hrs/mnth during trading. 2) Michigan Association of Retired School Personnel (MARSP)-3121 Macatawa Dr. SW, Grandville, MI 49418; Investment related; Conduct retirement planning workshops for non-profit, educational purposes; Presenter; Start date 5/2023; 25 hrs/mnth; 4 hrs/mnth during trading. 3) Loren Quist (self employed)-8939 S. 8 Mile Rd, McBain, MI 49657; Investment related; Insurance (Medicare supplemental and fixed annuities) sales & svcs; Agent; Start date 5/2015; 15 hrs/mnth & during trading. 4) Loren Quist (self employed)-8939 S. 8 Mile Rd, McBain, MI 49657; Noninvestment related; Referring potential candidates to ERC specialists, Bryan S. Bloom CPA, who evaluate whether their business qualifies for ERC tax credit; Independent Consultant; Start date 11/2022; 1 hr/mnth & during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-07-18 |
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