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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-07-03 |
Branch Locations
6267 Carpinteria Avenue, Carpinteria, CA 93010 • United States
3121 Macatawa Dr. Sw, Grandville, MI 49418 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Grand Rapids Community College | Mi | MI | 01/2003 | 06/2024 |
| Forest Hills Public Schools | Mi | MI | 08/1994 | 06/2024 |
| Fidelity Investments | Grand Rapids | MI | 06/2024 | 05/2025 |
| Fidelity Investments | Boston | MA | 03/2025 | 05/2025 |
| Planmember Securities Corporation | Carpinteria | CA | 07/2025 | Present |
| Williams & Co Dba Williams And Company Financial Services | Grandville | MI | 07/2025 | Present |
| Michigan Assoc Of Retired School Personnel (Marsp-Rps) | Lansing | MI | 07/2025 | Present |
1)Williams & Co dba Williams and Company Financial Services - 3121 Macatawa Dr. SW, Grandville, MI 49418; Investment related; Securities sales & services; Representative; Start date 7/2025; 120 hrs/mnth; 83 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; Prepare & present retirement seminars; Presenter; Start date 7/2025; 40 hrs/mnth & during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-05 |
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