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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-18 |
| S63 | Uniform Securities Agent State Law Examination | 2025-03-10 |
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