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Current Employers
Planmember Securities Corporation

6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2026-06-06
  • MI RA
    APPROVED
    Since 2026-06-06

Branch Locations

6267 Carpinteria Avenue, Carpinteria, CA 93010 • United States

10291 E Grand River Ave, Suite C, Brighton, MI 48116 • 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
Planmember Securities Corporation Carpinteria CA 02/2026 06/2026
Williams & Co Dba Williams And Company Financial Services Brighton MI 02/2026 06/2026
Birch Run Area Schools Birch Run MI 09/2022 Present
Montrose Community Schools Montrose MI 08/2001 09/2022
Planmember Securities Corporation Carpinteria CA 06/2026 Present
Williams & Co Dba Williams And Company Financial Services Brighton MI 06/2026 Present
Michigan Assoc Of Retired School Personnel-Retirement Planning Lansing MI 06/2026 Present
  • 02/2026 → 06/2026
    Carpinteria, CA
  • 02/2026 → 06/2026
    Williams & Co Dba Williams And Company Financial Services
    Brighton, MI
  • 09/2022 → Present
    Birch Run Area Schools
    Birch Run, MI
  • 08/2001 → 09/2022
    Montrose Community Schools
    Montrose, MI
  • 06/2026 → Present
    Carpinteria, CA
  • 06/2026 → Present
    Williams & Co Dba Williams And Company Financial Services
    Brighton, MI
  • 06/2026 → Present
    Michigan Assoc Of Retired School Personnel-Retirement Planning
    Lansing, MI
Other Businesses

1) Williams & Co dba Williams and Company Financial Services-10291 E. Grand River Ave. , Suite C, Brighton, MI 48116; Investment related; Securities sales & svcs; Financial Advisor; Start date 6/2026; 160 hrs/mnth; 80 hrs/mnth during trading. 2) Michigan Association of Retired School Personnel-Retirement Planning Services (MARSP-RPS)-1001 Centennial Way, Ste. 401, Lansing, MI 48917; Investment related; Offer workshops designed to help the educators understand their State of Michigan pension program; Presenter; Start date 6/2026; 20 hrs/mnth; 1 hrs/mnth during trading. 3) Birch Run Area Schools-12450 Church St., Birch Run, MI 48415; Noninvestment related; High School Assistant Principal, help manage the day-to-day operations of the school building; Start date 9/2022; 156 hrs/mnth; 35 hrs/mnth during trading.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-05
S63 Uniform Securities Agent State Law Examination 2026-03-30
  • S65 Uniform Investment Adviser Law Examination
    2026-06-05
  • S63 Uniform Securities Agent State Law Examination
    2026-03-30
Other Names
  • Christopher Root
  • Christopher William Root

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