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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2016-02-22 |
Branch Locations
3121 Macatawa Dr. Sw, Grandville, MI 49418 • United States
6267 Carpinteria Avenue, Carpinteria, CA 93010 • 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 | 08/2010 | Present |
| Marsp-Rps | Lansing | MI | 02/2016 | 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 8/2010; 160 hrs/mnth & during trading. 2) Michigan Association of Retired School Personnel - Retirement Planning Service (MARSP-RPS) 3121 Macatawa Dr. SW, Grandville, MI 49418; Investment related; Educational Seminars; Presenter; Start date 2/2016; 5 hrs/mnth; 2 hrs/mo during trading. 3)Jallens Corp; 1011 Buttrick Ave SE Ada MI 49301; start date 1/1/2020; owner; banking only entity - receive commissions and fees and pay taxes; 2 hrs/mo; 2 hrs/mo during trading; IR
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-07-16 |
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