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520 Madison Avenue, New York, NY 10022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-02-13 |
| VI | RA | APPROVED | 2025-08-25 |
| FL | RA | APPROVED | 2023-05-31 |
Branch Locations
1450 Brickell Ave Suite 1710, Miami, FL 33131 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Morgan Stanley | Miami | FL | 03/2016 | 08/2020 |
| Morgan Stanley Private Bank, National Association | New York | NY | 03/2016 | 08/2020 |
| Jefferies Llc | Miami | FL | 11/2020 | Present |
the name of the other business; Whitepeak LLC whether the business is investment-related; No the address of the other business; 625 E. Main St Suite 102B-190. Aspen CO 81611 the nature of the other business; Long-term rental property your position; Managing Member title, or relationship with the other business; Managing Member the start date of your relationship; 10/18/2024 the approximate number of hours/month you devote to the other business; 0 the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; None "Name of the other business: Freehold Property Investments LLC Whether the business is investment-related: No Nature of the other business: Vehicle for personal investments Your position/title/relationship: Managing Member Start date of your relationship: 02/03/2022 Approximate number of hours/month devoted: 0 Number of hours during securities trading hours: 0 Briefly describe your duties: Passive"
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-10-04 |
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