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Current Employers
Planmember Securities Corporation

6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2016-02-18
  • MI RA
    APPROVED
    Since 2016-02-18

Branch Locations

3121 Macatawa Dr. Sw, Grandville, MI 49418 • United States

6267 Carpinteria Avenue, Carpinteria, CA 93010 • 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 02/2016 Present
Williams & Co Dba Williams And Company Financial Services Grandville MI 07/2010 Present
Michigan Association Of Retired School Personnel (Marsp) Lansing MI 07/2010 Present
Gary Immink (Self Employed) Hudsonville MI 07/2010 Present
Pool Perfections & Supplies Llc Hudsonville MI 01/2010 02/2020
  • 02/2016 → Present
    Carpinteria, CA
  • 07/2010 → Present
    Williams & Co Dba Williams And Company Financial Services
    Grandville, MI
  • 07/2010 → Present
    Michigan Association Of Retired School Personnel (Marsp)
    Lansing, MI
  • 07/2010 → Present
    Gary Immink (Self Employed)
    Hudsonville, MI
  • 01/2010 → 02/2020
    Pool Perfections & Supplies Llc
    Hudsonville, MI
Previous Registrations
  • 2011-01-07 → 2016-02-22
    Legend Advisory, Llc
    Grandville, MI
    Palm Beach Gardens, FL
Other Businesses

1) Williams & Co dba Williams and Company Financial Services - 3121 Macatawa Dr. SW, Grandville, MI 49418; Investment related; Securities & financial sales and svcs; Agent; Start date 7/10; 160 hrs/mnth & during trading. 2) Michigan Association of Retired School Personnel (MARSP)-3645 E. Jolly Rd, Lansing, MI 48910; Investment related; Educational Presentations; Presenter; Start date /10; 1-2 hrs/mnth; approx. 1 hr/mnth during trading. 3) Gary Immink (self employed)-7089 54th Ave, Hudsonville, MI 49426; Investment related; Insurance (fixed) sales & svcs; Insurance Agent; Start date 7/10; 160 hrs/mnth & during trading.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-12-23
S63 Uniform Securities Agent State Law Examination 2010-08-05
  • S65 Uniform Investment Adviser Law Examination
    2010-12-23
  • S63 Uniform Securities Agent State Law Examination
    2010-08-05

View on SEC IAPD

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