Richard Emerson Williams

Current Employers

Employment History

• 12/1999 → Present
  Williams & Co Dba Williams & Co Financial Services
  Grandville, MI
• 02/2016 → Present
  Planmember Securities Corporation
  Carpinteria, CA
• 10/1981 → Present
  Rich Williams (Self Employed)
  Grandville, MI
• 07/2003 → Present
  Marsp-Rsp
  Lansing, MI
• 03/2008 → Present
  W&C Wealth Management Llc
  Grandville, MI
• 06/2016 → Present
  Trustmark Insurance
  Grandville, MI
• 01/2020 → Present
  Williams & Company Executive Services Llc
  Grandville, MI

Previous Registrations

• 2011-02-23 → 2016-03-03
  Legend Advisory, Llc
  Grandville, MI
  Palm Beach Gardens, FL
  Las Vegas, NV

Other Businesses

1) Williams & Co dba Williams and Company Financial Services - 3121 Macatawa Dr. SW, Grandville, MI 49418; Investment related; Securities and Insurance sales & svcs; Owner; Start date 12/99; 160 hrs/mnth & during trading. 2) Rich Williams (self employed)-301 Normandy, Grandville, MI 49418; Investment related; Insurance sales & svcs; Agent; Start date 10/81; 160 hrs/mnth & during trading. 3) Michigan Association of Retired School Personnel - Retirement Planning Service (MARSP-RPS) - 3121 Macatawa Dr. SW, Grandville, MI 49418; Investment related; Educational services & presentations; Presenter; Start date 7/03; 12 hrs/mnth; 0 hrs/mnth during trading. 4) W&C Wealth Management LLC - 3121 Macatawa Dr. SW, Grandville, MI 49418; Investment related; Investment and insurance sales & svcs-focused on professional athletes; President; Start date 3/08; Less than 1 hr/mnth & during trading. 5) R&C Property Management LLC - 3121 Macatawa Dr. SW, Grandville, MI 49418; Noninvestment related; Personal rental property; Owner; Start date 6/14; 0 hrs/mnth & during trading. 6) Wilson Street Management - 3121 Macatawa Dr. SW, Grandville, MI 49418; Noninvestment related; Property owner/management; Landlord; Start date 5/03; 0 hrs/mnth & during trading. 7) Eagle Point Group, LLC-301 Normandy Dr, Grandville, MI 49418; Noninvestment related; Rental property; Owner; Start date 10/15; 0 hrs/mnth & during trading. 8) University of Giving -3121 Macatawa Dr. SW, Grandville, MI 49418; Noninvestment related; Non-profit - teaching philanthropy; Manager; Start date 2/08; 2-3 hrs/mnth & during trading. 9) Northwood University Board-4400 Whiting Dr, Midland, MI 48640; Noninvestment related; Non-Profit - review of scholarships, grants & similar programs; Member-President's Advisory Council; Start date 3/11; Less than 1 hr/mnth & during trading.10)Trustmark Insurance; 3121 Macatawa Dr. SW, Grandville MI 49418; Agent; Start Date: 6/12/2016; Nature of Bus: Selling insurance and Trustmark Voluntary Benefits which includes insurance sales and services including health and disability and lead generator; IR; Approx. Number of Hours/Month Devoted to this Business: 10;Approx. Number of Hours/Month Devoted to this Business during trading hours: 3 (11)Williams & Company Executive Service LLC DBA Williams & Company Executive Services; 3121 Macatawa Dr. SW, Grandville MI 49418; start date 1/9/2020; President; provides consulting/negotiating services to superintendents who are negotiating their pay packages; 8 hrs/mo; 6 hrs/mo during trading; NIR (12)Bear Paw Ranch LLC; 98 South Kings Highway 49656; Start Date 4/24/15; Proprietor/Member; Family shared property; 0 hrs/mo; 0 hrs/mo during trading; NIR

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-02-22
• S63 Uniform Securities Agent State Law Examination
  1994-06-03