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Current Employers
Planmember Securities Corporation

6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2023-05-04
  • MI RA
    APPROVED
    Since 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

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
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
  • 06/2013 → 06/2020
    Sub-Contracted By Jmi Reports
    Mcbain, MI
  • 12/2015 → 05/2023
    The O.N. Equity Sales Company
    Cincinnati, OH
  • 05/2015 → 05/2023
    Ohio National Financial Services
    Cincinnati, OH
  • 05/2023 → Present
    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
  • 05/2015 → Present
    Loren Quist (Self Employed)
    Mcbain, MI
  • 11/2022 → Present
    Loren Quist (Self Employed)
    Mcbain, MI
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-07-18
  • S66 Uniform Combined State Law Examination
    2016-07-18
Other Names
  • Loren Quist

View on SEC IAPD

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