Bernadina Vankempen Williams

Current Employers

Employment History

• 12/2013 → Present
  Principal Life Ins Co
  Ocala, FL
• 12/2013 → Present
  Principal Life Insurance
  Ocala, FL

Previous Registrations

• 2002-12-09 → 2013-12-02
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Ocala, FL
  Ocala, FL
• 1995-11-30 → 2002-12-04
  Morgan Stanley Dw Inc.
  Ocala, FL

Other Businesses

**Rental Property; Not Investment Related; Owner; Start Date; na hrs per month; during trading hours. **Outside Insurance; Investment Related; Group Life & Annuities, LTC, DI, Individual & Group Benefits, Health; Start Date: na hrs per month; during trading hours. **BALLS 14 LLC; Not Investment Related; 1330 SE 15th Ave, Ocala, FL 34471; Owner; LLC owns rental properties in Marion County, FL; Start Date: 01/01/2014; 3 hrs per month; 0 during trading hours. **North Central Florida Clarinet Choir; Not Investment Related; 3330 SE 15th Avenue, Ocala, FL 3471; Board Secretary; Prepare meeting minutes from board meetings; Start Date: 06/23/2018; 1 hrs per month; 0 during trading hours. **Marion County Democratic Executive Committee; Not Investment Related; Ocala, FL; Committee Chair; Prepare agendas and manage volunteers.; Start Date: 01/01/2021; 5 hrs per month; 0 during trading hours. **River Grove Inc; Not Investment Related; Ocala, FL; Director; Business is combination of orange grove and sand mine. Attend director meetings to stay informed of progress of the business. Unpaid director position although income may be paid to trust depending on the profitability of the business.; Start Date: 04/10/2017; 1 hrs per month; 0 during trading hours. **SALVATION ARMY POSITION: Board Member Advisory NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2019 ADDRESS: 330 N. Magnolia, Ocala FL 34470, United States DESCRIPTION: Attend board advisory meetings to provide advocacy for less advantaged population in the community including the homeless. No check writing, no bank control, no investment decisions, recruitment of board members. Adding secretary duties. **NAMI OF MARION COUNTY INC. POSITION: Secretary NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/20/2024 ADDRESS: PO Box 5753, Ocala FL 34478, United States DESCRIPTION: Board of Directors Secretary. Primary responsibility is advocacy of mental health issues. **UNITED WAY OF MARION COUNTY POSITION: Board member NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 02/03/2025 ADDRESS: 1401 NE 2nd Street, Ocala FL 34470, United States DESCRIPTION: The local United Way Board focuses on three main areas: education, family financial stability and health. Do fund raising projects (e.g. Children's Charity Classic) and provide oversight for the non-profits they support. I am a board member, we meet once per month, and a key responsibility is to assist with fund raising. I have no investment oversight/input and no check writing responsibilities.

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-12-27
• S63 Uniform Securities Agent State Law Examination
  1995-12-06

Other Names

• Diana Williams
• Diana Williams