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1301 East 9Th Street Suite 3700, Cleveland, OH 44114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2015-04-15 |
Branch Locations
109 Water St. Suite 1B, Boyne City, MI 49712 • United States
1301 East 9Th Street Suite 3700, Cleveland, OH 44114 • USA
1301 East 9Th Street Suite 3700, Cleveland, OH 44114 • United States
109 Water Street Suite 1B, Boyne City, MI 49712 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mcdonald Partners Llc | Boyne City | MI | 03/2015 | Present |
Boyne USA (www.BoyneResorts.com), Investment Related: No; Address: 1 Boyne Mountain Road; Ski instructor and golf course employee; Start Date: 12/1/2023; 20 hours per month; 0 time during business hours; Mr. Moody is a ski instructor for ~5-8 hours on weekends only (not every weekend) during ski season, generally December through March. Sole Proprietor: Seasonal fly fishing guide; Investment Related: No; Address: 1010 Ridgeline Dr | Boyne City MI 49712; Seasonal fly fishing guide; Start Date: 04/10/2016; 16 hours per month; 0 time during business hours; Mr. Moody is a seasonal fly fishing guide (generally April through September) and receives a nominal amount of compensation per trip. Mr. Moody is a licensed insurance agent who sells variable annuity and life insurance with various insurance companies and receives standard commissions. He spends <5 hours per month on these activities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-04-25 |
| S65 | Uniform Investment Adviser Law Examination | 2001-09-20 |
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