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Current Employers
Planmember Securities Corporation

6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-07-18
  • MI RA
    APPROVED
    Since 2025-07-18

Branch Locations

3121 Macatawa Dr. Sw, Grandville, MI 49418 • United States

6267 Carpinteria Avenue, Carpinteria, CA 93010 • United States

10291 E Grand River Ave, Suite C, Brighton, MI 48116 • 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
Mml Investors Services, Llc Southfield MI 03/2024 01/2025
Massmutual Life Insurance Company Southfield MI 05/2022 01/2025
Lawrence Technological University Southfield MI 02/2022 05/2022
Lawrence Technological University Fieldhouse Southfield MI 04/2021 02/2022
Lawrence Technological University Southfield MI 08/2020 04/2021
Nike Howell MI 04/2020 08/2020
Lawrence Technological University Southfield MI 08/2019 04/2020
Executive Living, Inc East Lansing MI 04/2019 08/2019
Lawrence Technological University Southfield MI 08/2018 04/2019
Moore Seed Farm Ovid Elsie MI 04/2018 08/2018
Unemployed Dansville MI 01/2014 04/2018
Planmember Securities Corporation Carpinteria CA 02/2025 Present
Williams & Co Dba Williams And Company Financial Services Grandville MI 02/2025 Present
Michigan Association Of Retired School Personnel (Marsp-Rps) Lansing MI 02/2025 Present
  • 03/2024 → 01/2025
    Mml Investors Services, Llc
    Southfield, MI
  • 05/2022 → 01/2025
    Massmutual Life Insurance Company
    Southfield, MI
  • 02/2022 → 05/2022
    Lawrence Technological University
    Southfield, MI
  • 04/2021 → 02/2022
    Lawrence Technological University Fieldhouse
    Southfield, MI
  • 08/2020 → 04/2021
    Lawrence Technological University
    Southfield, MI
  • 04/2020 → 08/2020
    Nike
    Howell, MI
  • 08/2019 → 04/2020
    Lawrence Technological University
    Southfield, MI
  • 04/2019 → 08/2019
    Executive Living, Inc
    East Lansing, MI
  • 08/2018 → 04/2019
    Lawrence Technological University
    Southfield, MI
  • 04/2018 → 08/2018
    Moore Seed Farm
    Ovid Elsie, MI
  • 01/2014 → 04/2018
    Unemployed
    Dansville, MI
  • 02/2025 → Present
    Carpinteria, CA
  • 02/2025 → Present
    Williams & Co Dba Williams And Company Financial Services
    Grandville, MI
  • 02/2025 → Present
    Michigan Association Of Retired School Personnel (Marsp-Rps)
    Lansing, MI
Other Businesses

1) Williams & Co dba Williams and Company Financial Services - 3121 Macatawa Dr. SW, Grandville, MI 49418; Investment related; Financial services-securities & insurance sales & services; Representative; Start date 2/2025; 40 hrs/mnth & during trading. 2) Michigan Association of Retired School Personnel-Retirement Planning Services (MARSP-RPS)-1001 Centennial Way,Suite 401, Lansing, MI 48917; Investment related; Educational Workshops & Pension Analysis; Presenter; Start date 2/2025; 5 hrs/mnth; 0 hrs/mnth during trading.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-18
S63 Uniform Securities Agent State Law Examination 2025-03-10
  • S65 Uniform Investment Adviser Law Examination
    2025-07-18
  • S63 Uniform Securities Agent State Law Examination
    2025-03-10
Other Names
  • Carter Frantz

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