Leo Gerald Stevenson

Current Employers

Employment History

• 01/1996 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Wyandotte, MI
• 12/2009 → Present
  Bank Of America, Na
  Wyandotte, MI

Other Businesses

I*: 344422 FOR-PROFIT NAME: LGS PROPERTIES LLCINVESTMENT RELATED: NOADDRESS: GROSSE ILE MI 48138NATURE OF BUSINESS: REAL ESTATE POSITION: OWNER START DATE OF RELATIONSHIP: 7/1/2005NUMBER OF HOURS DEVOTED: 0 NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: OWNER FOR PROFIT OR NOT FOR PROFIT: FOR PROFITNAME OF OUTSIDE BUSINESS ORGANIZATION: KEY WEST RENTALINVESTMENT RELATED: NoADDRESS OF BUSINESS: KEY WEST, FLNATURE OF BUSINESS: RENTAL INCOMEYOUR POSITION, TITLE, ASSOCIATION: OWNERSTART DATE OF RELATIONSHIP: 01/01/2012NUMBER OF HOURS DEVOTED PER MONTH: 2NUMBER OF HOURS DEVOTED DURING SECURITIES TRADING HOURS: 0YOUR DUTIES: OWNER I*1091252Entity For Profit Name: La Petit Debut Investment related: N Address of business: Grosse Ile, Michigan, 48138Nature of business: Sole Proprietorship Position: Owner, Start date of relationship: 1/1/2023Number of hours devoted: 5 hrs Yearly Number of hours devoted during trading hours: 0 Duties: Small vineyard in France growing grapes for champagne. I*1892260, Entity Type: For Profit Name of OBA: Biddle Ave. LLC Address: Wyandotte, MI 48192 Investment Related: No Position: Owner Employee Start Date:06/8/2024 No Hours: 2 WKLY No Hours during trading: 0 Duties, Restaurant. No responsibility, just 1/3 partner I*1971303Entity For Profit Name of OBA: McKinley Lofts Address: Wyandotte, MI, 48138Investment Related: No Position: Other Employee Start Date: 08/30/2024No Hours: 0No Hours during trading: 0Duties: Rehabilitation of an old school in Wyandotte , into condos and residential housing I*: 2585258Entity Type: For Profit Name of OBA: XXXX Biddle LLC Address: Wyandotte, MI 48192Investment Related: No Position: owner Employee Start Date: 07/15/2025Number of Hours: 0Number of Hours during trading: 0Duties: Rental Property In Wyandotte Michigan. No duties, I have a property manager. I*: 2585259 Entity Type: For Profit Name of OBA: XXXX Biddle LLC Address: Wyandotte, MI 46192Investment Related: No Position, Title, Association: General Partner/Managing Member Employee Start Date: 7/31/2025 Number of Hours: 0 Number of Hours during trading: 0 Duties: Holding company for a liquor license I will purchase for a building I own. None except for procurement of liquor license. I*2578292Entity Type: N/A Name of OBA: L.G.S. Family Foundation Address: Grosse Ile MI Investment Related: No Position, Title, Association: N/A Start Date:6/25/2025 No Hours: 10 Yearly No Hours during trading: 0 Duties: Charitable Giving Carry out distributing assets to various and specific organizations I*2797287 Entity Type: Fiduciary role Name of OBA: Stevenson Family Irrevocable Trust Address: Grosse Ile, MI 48138 Investment Related: No Position, Title, Association: Trustee Employee Start Date: 12/01/2025 Number of Hours: 2, Monthly Number of Hours during trading: 2, Monthly Duties: Trustee for Ex Spouse I*3134275 Entity Type: Entity For Profit Name of OBA: L. S. Retirement Plan Address: Grosse Ile, Michigan, 48138 Investment Related: Yes Position, Title, Association: Owner Employee Start Date: 11/06/2025 Number of Hours: 5, Weekly Number of Hours during trading: 1, Weekly Duties: Retirement Savings Trustee of the plan owned by self I*4983268 Entity Type: For Profit Name of OBA: 3033 License LLC Address: Wyandotte, Michigan, 48192 Investment Related: No Position: General Partner/Managing Member Start : 08/01/2026 Number of Hours: 0, Yearly Number of Hours during trading: 0 Duties: Liquor license for XXXX Biddle Ave, Wyandotte MI, which is a rental property of mine. None I*5176279, Entity Type Entity For Profit, Name of OBA: 3033 LICENSE LLC Address: Wyandtte Michigan 48192 Investment Related: No Position: General Partner/Managing Member Employee Start Date: 08/03/2026 No Hours: 0 No Hours during trading: 0 Duties: None. Liquor license for REDACTED, Wyandotte MI, which is a rental property of mine

Exams

• S66 Uniform Combined State Law Examination
  2010-07-15
• S65 Uniform Investment Adviser Law Examination
  1996-03-29
• S63 Uniform Securities Agent State Law Examination
  1996-03-20

Other Names

• Leo Gerald Steveson
• Leo G Stevenson