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Current Employers
Planmember Securities Corporation

6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2026-01-19
  • MI RA
    APPROVED
    Since 2026-01-19

Branch Locations

3121 Macatawa Dr. Sw, Grandville, MI 49418 • United States

6267 Carpinteria Avenue, Carpinteria, CA 93010 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 05/2010 → 01/2020
    Worldwide Express
    Grand Rapids, MI
  • 07/2015 → Present
    Haworth Inc.
    Holland, MI
  • 04/2025 → 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
    Carpinteria, CA
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-01-17
S63 Uniform Securities Agent State Law Examination 2025-08-14
  • S65 Uniform Investment Adviser Law Examination
    2026-01-17
  • S63 Uniform Securities Agent State Law Examination
    2025-08-14
Other Names
  • David P. Milanowski
  • David Milanowski

View on SEC IAPD

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