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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2016-02-26 |
Branch Locations
3121 Macatawa Dr. Sw, Grandville, MI 49418 • United States
10291 E Grand River Ave, Suite C, Brighton, MI 48116 • United States
6267 Carpinteria Avenue, Carpinteria, CA 93010 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Planmember Securities Corporation | Carpinteria | CA | 02/2016 | Present |
| Williams & Co Dba Williams And Company Financial Services | Grandville | MI | 07/2014 | Present |
| Michigan Association Of Retired School Personnel (Marsp) | Lansing | MI | 12/2014 | Present |
1) Williams & Co dba Williams and Company Financial Services - 4445 Wilson Ave SW, Grandville, MI 49418; investment related; Securities & Insurance sales & svcs; Agent; Start date 7/14; 160 hrs/mnth & during trading. 2) Michigan Association of Retired School Personnel (MARSP) - 3645 E. Jolly Rd, Lansing, MI 48910; investment related; Financial Education Presentations; Presenter; Start date 12/14; 6 hrs/mnth; 0 hrs/mnth during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-03-13 |
| S63 | Uniform Securities Agent State Law Examination | 1999-01-08 |
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