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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-08-06 |
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 |
| Michigan Association Of Retired School Personnel(Marsp-Rps) | Grandville | MI | 07/2023 | Present |
| Ingham Intermediate School District | Mason | MI | 10/1997 | Present |
| Ingham Intermediate Professional Staff Association (Iipsa) | Mason | MI | 12/2018 | Present |
| Vip Kid | San Francisco | CA | 03/2020 | 11/2020 |
| Michigan Virtual | Lansing | MI | 11/2020 | 06/2023 |
1) Wiliams & Co. dba Williams and Company Financial Services-3121 Macatawa Dr. SW, Grandville, MI 49418; Investment related; Financial services-securities sales & services; Representative; Start date 7/2023; 80 hrs/mnth & during trading. 2) Michigan Association of Retired School Personnel-Retirement Planning Service (MARSP-RPS) - 3121 Macatawa Dr. SW, Grandville, MI 49418; Investment Related; Pension Education Workshops; Presenter; Start date 7/2023; 80 hrs/mnth & during trading. 3) Ingham Intermediate School District-611 Hagdorn Rd, Mason, MI 48854; Noninvestment related; Educational instruction; Support Teacher/Work-based Learning Coordinator; Start date 10/1997; 160 hrs/mth & during trading; and 4) Ingham Intermediate Professional Staff Association(IIPSA)-2630 Howell Rd., Mason, MI 48854; Noninvestment related; Union association; Treasurer; Start date 12/2018; 20 hrs/mnth & during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-06 |
| S63 | Uniform Securities Agent State Law Examination | 2024-05-22 |
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