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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-03-25 |
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 |
|---|---|---|---|---|
| The Janus Firm, Inc. | Holland | MI | 09/2008 | Present |
| Planmember Securities Corporation | Carpinteria | CA | 11/2024 | Present |
| Williams & Co. Dba Wiliams And Company Financial Services | Grandville | MI | 11/2024 | Present |
| Michigan Association Of Retired School Personnel (Marsp-Rps) | Lansing | MI | 11/2024 | Present |
1)Williams & Co. dba Williams and Company Financial Services - 3121 Macatawa Dr. SW, Grandville, MI 49418; Investment related; Financial services-securities sales & svcs; Representative; Start date 11/2024; 40 hrs/mnth & during trading. 2) Michigan Association of Retired School Personnel-Retirement Planning Service (MARSP-RPS)-1001 Centennial Way, #401, Lansing, MI 48917; Investment related; Educational workshops-pension analysis; Presenter; Start date 11/2024; 7 hrs/mnth; 0 hrs/mnth during trading. 3) The Janus Firm, Inc.-4004 Lakeridge Dr., Holland MI 49424; Noninvestment related; HR Systems-Consulting; President; Start date 6/2008; 100 hrs/mnth & during trading. 4) West Ottawa Public Schools-1138 136th Ave., Holland, MI 49424; Noninvestment related; Public School System; School Board Trustee; Start date 3/2018; 10 hrs/mnth; 3 hrs/mnth during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-24 |
| S63 | Uniform Securities Agent State Law Examination | 2025-01-09 |
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