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Current Employers
Planmember Securities Corporation

6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-03-27
MI RA APPROVED 2016-02-18
  • TX RA
    APPROVED_RES
    Since 2026-03-27
  • 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 03/2008 Present
W&C Wealth Managment Grandville MI 03/2008 Present
Kyle Clement (Self Employed) Grandville MI 03/2008 Present
Trustmark Insurance Grandville MI 06/2016 Present
Williams And Company Executive Services Grandville MI 01/2020 Present
Caledonia Township Planning Commission Caledonia MI 05/2025 Present
  • 02/2016 → Present
    Carpinteria, CA
  • 03/2008 → Present
    Williams & Co Dba Williams And Company Financial Services
    Grandville, MI
  • 03/2008 → Present
    W&C Wealth Managment
    Grandville, MI
  • 03/2008 → Present
    Kyle Clement (Self Employed)
    Grandville, MI
  • 06/2016 → Present
    Trustmark Insurance
    Grandville, MI
  • 01/2020 → Present
    Williams And Company Executive Services
    Grandville, MI
  • 05/2025 → Present
    Caledonia Township Planning Commission
    Caledonia, MI
Previous Registrations
  • 2009-05-11 → 2016-02-18
    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 & insurance Sales & svcs; Vice President, Recruiting & Sales; Start date 3/08; 240 hrs/mnth & during trading. 2) W&C Wealth Management-3121 Macatawa Dr. SW, Grandville, MI 49418; Investment related; Investments-focusing on professional athletes; Vice President; Start date 3/08; > 1 hr/mnth & during trading. 3) Kyle Clement (self employed)-3121 Macatawa Dr. SW, Grandville, MI 49418; Investment related; Insurance (fixed, life) sales & svcs; Insurance Agent; Start date 3/08; 20 hrs/mnth & during trading.4)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 is insurance sales and services; IR; Approx. Number of Hours/Month Devoted to this Business: 10;Approx. Number of Hours/Month Devoted to this Business during trading hours: 3 5) Caledonia Community Schools; 9757 Duncan Lake Ave Caledonia MI 49316; Start Date 7/11/2016; Board Member; Handle board business including reviewing curriculum, staffing, student discipline review, etc.; 4 hrs/mo; 0 hrs/mo during trading; NIR 6)Williams and Company Executive Services LLC DBA Williams & Company Executive Services; 3121 Macatawa Dr. SW, Grandville MI 49418; Start Date 1/20/20; consultant; provides consulting/negotiating services to superintendents who are negotiating their pay packages; 20 hrs/mo; 10 hrs/mo during trading; NIR 7)AKC FINANCIAL LLC; 9360 Trafalgar Drive SE Alto MI 49302; START DATE: 01/22/2021; Proprietor; LLC for my investment business - Banking and tax entity; 2 hrs/mo; 0 hrs/mo during trading; NIR 8)BRIGHAM RIDGE LLC; 4975 Hulett rd, Grawn MI 49637; START DATE: 01/22/2021; Limited Partner; Holding LLC for 2nd home; 1 hr/mo; 0 hrs/mo during trading; NIR 9)MICHIGAN ASSOCIATION OF RETIRED SCHOOL PERSONEL RETIREMENT PLANNING SERVICES; 3121 Macatawa Dr. SW, Grandville MI 49418; START DATE: 03/25/2009; Presenter; Offer seminars on Pension Education; 2 hrs/mo; 0 hrs/mo during trading; IR 10) CALEDONIA TOWNSHIP PLANNING COMMISSION; 8196 Broadmoor Avenue SE, Caledonia MI 49306; Start Date 05/15/2025; Member of Board of Trustees; Planning commission works in conjunction with the Planning Director to guide the future growth of the township including but not limited to reviewing requests for zoning changes, development proposals, and special land use permits; 2 hrs/mo; 0 hrs/mo during trading; NIR 11) Caledonia Youth Sports Organization (CYSA); 5401 100th st se, Caledonia MI 49316; Start Date 1/1/2023; President; CYSA helps manage the schedules/faciilities for many of the youth sports in Caledonia; 8 hrs/mo; 3 hrs/mo during trading; NIR 12) Caledonia Community School Board; 8948 Kraft Ave SE, Caledonia MI 49316; Start Date 7/29/2025; Trustee/board member; board member; 5 hrs/mo; 0 hrs/mo during trading; NIR

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-05-08
  • S66 Uniform Combined State Law Examination
    2009-05-08

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