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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2016-03-07 |
Branch Locations
3121 Macatawa Dr. Sw, Grandville, MI 49418 • United States
6267 Carpinteria Avenue, Carpinteria, CA 93010 • United States
10291 E Grand River Ave, Suite C, Brighton, MI 48116 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Planmember Securities Corporation | Carpinteria | CA | 02/2016 | Present |
| Williams & Co Dba Williams And Company Financial Services | Grandville | MI | 11/2008 | Present |
| Michigan Association Retired School Personnel (Marsp) | Lansing | MI | 11/2008 | Present |
| Joe Banach (Self Employed) | Brighton | MI | 11/2008 | Present |
1) Williams & Co dba Williams and Company Financial Services - 3121 Macatawa Dr. SW, Grandville, MI 49418; Investment related; Securities & Insurance sales & svcs; Agent; Start date 11/08; 160 hrs/mnth & during trading. 2) Michigan Association Retired School Personnel (MARSP) - 3645 E. Jolly Rd, Lansing, MI 48910; Investment related; Educational presentations; Presenter; Start date 11/08; 2 hrs/mnth & during trading. 3) Joe Banach (self employed) - 10291 E Grand River Ave., Suite C, Brighton, MI 48116; Investment related; Insurance sales & svcs; Independent agent; Start date 11/08; 160 hrs/mnth & during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-07-28 |
| S63 | Uniform Securities Agent State Law Examination | 2008-08-14 |
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