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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-10-02 |
Branch Locations
6267 Carpinteria Avenue, Carpinteria, CA 93010 • United States
3121 Macatawa Dr. Sw, Grandville, MI 49418 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Planmember Securities Corporation | Carpinteria | CA | 05/2026 | Present |
| Williams & Co Dba Williams And Company Financial Services | Grandville | MI | 05/2026 | Present |
| Planmember Securities Corporation | Carpinteria | CA | 10/2024 | 11/2025 |
| Williams & Co Dba Williams And Company Financial Services | Grandville | MI | 10/2024 | 11/2025 |
| Michigan Association Of Retired School Personnel (Marsp-Rps) | Grandville | MI | 10/2024 | Present |
| Grand Haven Area Public Schools | Grand Haven | MI | 06/2015 | Present |
| Young Bucs Athletics | Grand Haven | MI | 06/2015 | Present |
| Williams & Co Dba Williams And Company Financial Services | Grandville | MI | 11/2025 | 05/2026 |
| Planmember Securities Corporation | Carpinteria | CA | 11/2025 | 05/2026 |
1) Williams & Co dba Williams and Company Financial Services- 3121 Macatawa Dr. SW, Grandville, MI 49418; Investment related; Securities sales & svcs; Financial Professional; Start date 5/2026; 20 hrs/mnth; 15 hrs/mnth during trading. 2) Michigan Association of Retired School Personnel-Retirement Planning Service (MARSP-RPS)- 3121 Macatawa Dr. SW, Grandville, MI 49418; Investment related; Presenting retirement & pension information to school personnel; Presenter; Start date 10/2024; 10 hrs/mnth; 0 hrs/mnth during trading. 3) Grand Haven Area Public Schools-17001 Ferris St., Grand Haven, MI 49417; Noninvestment related; Teach high school students & coach basketball & tennis; Teacher/Coach; Start date 6/2015; 150 hrs/mnth; 120 hrs/mnth during trading. 4) Young Bucs Athletics-12 Washington Ave., Ste. 250, Grand Haven, MI 49417; Noninvestment related; Coaching of several different sports; Coach; Start date 6/2015; 2 hrs/mnth; 0 hrs/mnth during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-02 |
| S63 | Uniform Securities Agent State Law Examination | 2025-05-29 |
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