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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-27 |
| MI | RA | APPROVED | 2016-02-18 |
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 | 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-05-08 |
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