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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-09-09 |
| MI | RA | APPROVED | 2020-07-09 |
Branch Locations
700 Terrace Point Dr Ste 400, Muskegon, MI 49440 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Muskegon | MI | 04/2011 | 07/2020 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 02/2018 | 07/2020 |
| Raymond James & Associates, Inc. | Muskegon | MI | 07/2020 | Present |
(1)Name of Business: MC Muskegon Properties, LLC Address: 5952 Larson St., , Muskegon, MI, 49444, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 01/01/2018 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: We rent single unit homes and duplex homes in the Muskegon area. (2)Name of Business: Third Monkey Functional Fitness Address: 5952 Larson St., Muskegon, MI, 49444, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 07/01/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I will do bookkeeping for the business (3)Name of Business: Third Monkey Holdings, LLC Address: 5952 Larson St., Muskegon, MI, 49444, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 05/10/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Holding company for Third Monkey Functional Fitness which is a gym.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-06-24 |
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