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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-01-19 |
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 |
|---|---|---|---|---|
| Worldwide Express | Grand Rapids | MI | 05/2010 | 01/2020 |
| Haworth Inc. | Holland | MI | 07/2015 | Present |
| Williams & Co Dba Williams And Company Financial Services | Grandville | MI | 04/2025 | Present |
| Michigan Assoc-Retired School Personnel-Retirement Planning Svcs | Lansing | MI | 04/2025 | Present |
| Planmember Securities Corporation | Carpinteria | CA | 04/2025 | Present |
1)Williams & Co dba Williams and Company Financial Services-4445 Wilson Ave. SW, Grandville, MI 49418; Investment related; Financial services- securities sales & svcs; Representative; Start date 4/2025; 40 hrs/mnth & during trading. 2) Michigan Association of Retired School Personal-Retirement Planning Services (MARSP-RPS)-1001 Centennial Way, Ste. 401, Lansing, MI 48917; Investment related; Educational workshops & pension analysis; Presenter; start date 4/2025; 5 hrs/mnth; 0 hrs/mnth during trading. 3) Haworth, Inc.-One Haworth Center, Holland, MI 49423; Noninvestment related; Commercial furniture corporation; Program Mgr; Start date 7/2015; 160 hrs/mnth & during trading. 4) Knights of Columbus #4362 dba Building Corporation/KC Event Center-5830 Clyde Park Ave., Wyoming, MI; Noninvestment related; KC Event Center; Secretary-Board of Directors; Start date 2/2018; 2 hrs/mnth; 0 hrs/mnth during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-17 |
| S63 | Uniform Securities Agent State Law Examination | 2025-08-14 |
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