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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-04-08 |
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 | 07/2023 | Present |
| Williams & Co Dba Williams And Company Financial Services | Grandville | MI | 07/2023 | Present |
| Grandville Public Schools | Grandville | MI | 08/2002 | 06/2024 |
| Berkshire Hathaway Home Services Dba The Austin Group | Caledonia | MI | 02/2016 | 04/2025 |
| Keller Williams Rivertown Dba The Glover Agency | Grandville | MI | 07/2025 | Present |
1) Williams & Co dba Williams and Company Financial Services - 3121 Macatawa Dr. SW, Grandville, MI 49418; Investment related; Investment services-securities sales & svcs; Representative; Start date 7/2023; 30 hrs/mth; 8 hrs/mnth during trading. 2) Keller Williams Rivertown DBA The Glover Agency; 4301 Canal Ave SW Grandville MI 49418; Start Date 4/1/2025; Realtor; Help clients purchase or sell real estate; 5 hrs/mo; 0 hrs/mo during trading; NIR
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-06 |
| S63 | Uniform Securities Agent State Law Examination | 2023-08-19 |
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