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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-10-10 |
Branch Locations
3121 Macatawa Dr. Sw, Grandville, MI 49418 • United States
6267 Carpinteria Avenue, Carpinteria, CA 93010 • United States
Sault Ste. Marie, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Planmember Securities Corporation | Carpinteria | CA | 08/2024 | Present |
| Deep Roots Salon | Sault Ste. Marie | MI | 06/2024 | Present |
| Louisiana State University | Sault Ste. Marie | MI | 10/2022 | 12/2023 |
| A Cut Above Salon | Sault Ste. Marie | MI | 02/2022 | 12/2022 |
| Eastern Upper Peninsula Isd | Sault Ste. Marie | MI | 09/2021 | 06/2024 |
| Old Mission Bank | Sault Ste. Marie | MI | 12/2020 | 08/2021 |
| Na-Unemployed | Sault Ste. Marie | MI | 08/2020 | 12/2020 |
| Central Savings Bank | Sault Ste. Marie | MI | 06/2019 | 08/2020 |
| Na-Unemployed | Sault Ste. Marie | MI | 02/2019 | 06/2019 |
| Sonrise Clippers | Gaylord | MI | 08/2018 | 02/2019 |
| Bay Mills Community College | Brimley | MI | 10/2017 | 05/2019 |
| Salon C | Sault Ste. Marie | MI | 11/2016 | 07/2017 |
| Midwest Wealth Strategies | Sault Ste. Marie | MI | 11/2016 | 07/2017 |
| Sundance Grille | Grand Rapids | MI | 08/2015 | 09/2016 |
| Williams & Co Dba Williams And Company Financial Services | Grandville | MI | 08/2024 | Present |
| Michigan Association Of Retired School Personnel (Marsp-Rps) | Lansing | MI | 04/2024 | Present |
| Amanda Nolan (Self Employed) | Sault Ste. Marie | MI | 08/2020 | Present |
1) Williams & Co dba Williams and Company Financial Services - 3121 Macatawa Dr. SW, Grandville, MI 49418; Investment related; Financial Services-securities sales & svcs; Representative; Start date 8/2024; 40 hrs/mnth & during trading. 2) Michigan Association of Retired School Personnel (MARSP-RPS)-1001 Centennial Way, Suite 401, Lansing, MI 48917; Investment related; Educational Workshops & Pension Analysis; Presenter; Start date 4/2024; 5 hrs/ mnth; 0 hrs/mnth during trading. 3) Deep Roots Salon-824 Ashmon St., Sault Ste. Marie, MI 49783; Noninvestment related; Salon; Stylist; Start date 6/2024; 20-30 hrs/mnth; 10 hrs/mnth during trading. 4) Amanda Nolan (self employed)-4932 S M 129, Sault Ste. Marie, MI 49783; Noninvestment related; Small Etsy shop/craft sales; Owner; Start date 8/2020; 2 hrs/mnth; 0 hrs/mnth during trading. 5) Noben LLC- 4932 S M 129, Sault Ste. Marie, MI 49783; Noninvestment related; LLC created for Etsy Shop revenues, no ongoing capital; Co-owner with husband/business partner Joseph Nolan, start date 4/2022; 2 hrs/mnth; 0 hrs/mnth during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-10 |
| S63 | Uniform Securities Agent State Law Examination | 2024-09-11 |
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