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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-22 |
| MI | RA | APPROVED | 2017-12-18 |
Branch Locations
130 Kercheval Avenue, Grosse Pointe Farms, MI 48236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Grosse Pointe Farms | MI | 09/2017 | Present |
| Lakeland Jefferson Llc | Grosse Pointe | MI | 08/2016 | 08/2017 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 11/2017 | Present |
(1) G3 Enterprises; the business is investment-related. Address: 1321 Devonshire Road, Grosse Pointe Park, MI 48230. The business owns and manages commercial real estate buildings. I do not have a position or title in the business. I do not materially participate in the activity of the business. I do own a 16.7% interest in the business through my 50% ownership interest in Lakeland Jefferson LLC. I receive passive K-1 income annually from the business. The start date of my relationship with G3 Enterprises began in December 2015. The start date of my relationship with Lakeland Jefferson LLC began in December 2007. I devote zero hours per month to the business. (2) 329693 - Lakeland Jefferson LLC; Investment related - Yes; Grosse Pointe Shores, Michigan; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 12/2007; During business hours: 1; After business hours: 1; Other, Property Management (3) 334394 - Kelly Frazho LLC; Investment related: Yes; Grosse Pointe Shores, Michigan; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 11/2017; During business hours: 0; After business hours: 4; Property Management (4) 549063 - Little Mack ASC LLC; Investment related-Yes; Grosse Pointe Shores, Michigan; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 04/2023; During business hours: 2; After business hours: 8; Property Management, Accounting/Bookkeeping, Administrative (5) 561282 - Roseville Medical Center Condominum Association; Investment related-Yes; Roseville, Michigan; Real Estate; President (proprietor, partner, officer, director, employee, trustee, agent); 07/2023; During business hours: 0; After business hours: 4; Administrative, Accounting/Bookkeeping
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-18 |
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