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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-06-30 |
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 |
|---|---|---|---|---|
| Williams & Co Dba Williams And Company Financial Services | Grandville | MI | 12/2024 | Present |
| Planmember Securities Corporation | Carpinteria | CA | 12/2024 | Present |
| Millerknoll | Zeeland | MI | 09/2022 | Present |
| Mervenne Beverage | Holland | MI | 06/2013 | 07/2018 |
| Priority Health | Grand Rapids | MI | 07/2018 | 09/2022 |
1) Williams & Co dba Williams and Company Financial Services - 3121 Macatawa Dr. SW, Grandville, MI 49418; Investment related; Securities sales & svcs; Representative; Start date 12/2024; 40 hrs/mnth & during trading. 2) MillerKnoll-855 East Main Ave., Zeeland, MI 49464; Noninvestment related; Office furniture manufacturing; Dealer Concierge Consultant; Start date 9/2022; 180 hrs/mnth; 160 hrs/mnth during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 2025-02-28 |
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