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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2020-12-07 |
Branch Locations
3121 Macatawa Dr. Sw, Grandville, MI 49418 • 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 | 07/2020 | Present |
| Ingham Intermediate School District | Mason | MI | 01/2002 | Present |
| Ingham Intermediate Professional Staff Association | Mason | MI | 09/2009 | 08/2019 |
| Lansiing Community College | Lansing | MI | 11/2005 | 12/2019 |
| Williams & Co Dba Williams And Company Financial Services | Grandville | MI | 07/2020 | Present |
1)Williams & Co dba Williams and Company Financial Services, 3121 Macatawa Dr. SW, Grandville, MI 49418; Investment related; Financial sales & svcs; Advisor; Start date 7/2020; 120 hrs/mnth; 80 hrs/mnth during trading. 2) Ingham Intermediate School District-2630 W. Howell Rd, Mason, MI 48854; Noninvestment related; Education; Math Consultant; Start date 1/2002; 120 hrs/mnth; 100 hrs/mnth during trading. 3) Vevay Township-780 Eden Rd, Mason, MI 48854; Noninvestment related; Municipal Government; Compensation Committee Member; 1 hr/mnth; 0 hrs/mnth duirng trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-12-07 |
| S63 | Uniform Securities Agent State Law Examination | 2020-09-23 |
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