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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-06-11 |
| TX | RA | APPROVED_RES | 2023-12-15 |
| FL | RA | APPROVED | 2021-05-20 |
Branch Locations
1 disclosure category 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Miami | FL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Miami | FL | 11/2016 | 05/2021 |
| Morgan Stanley Smith Barney Llc | Miami | FL | 05/2021 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 07/2021 | Present |
*439773 - Gonzalo Espinosa SpA; Investment related Yes; Chile, Santiago; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); May 2021; During business hours: 1; After business hours: 0; Administrative. *439775 - Inversiones Perseo SpA; Investment Related - Yes; Chile, Santiago; Real Estate; Sole Proprietor/Owner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 05/2021; During Business Hours: 0; After Business Hours: 1; Administrative. *439737 - Rental Property; Investment related Yes; MIami, FL; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); May 2021; During business hours: 1; After business hours: 0; Administrative. *441869 - Empty lot; Investment related - Yes; Chile; Real estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 05/2021; During business hours: 0; After business hours: 0; *441870 - Asesorias e Inversiones Roca Cuadrada Limitada; Investment related Yes; Las Condes, Chile; Real Estate Rental; Partner (proprietor, partner, officer, director, employee, trustee, agent); May 2021; During business hours: 0; After business hours: 1; Administrative *624921 - Property Rental; Investment related: Yes; Las Condes, ; Rental Property; Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent); 3/2025; During business hours: 0; After business hours: 1; Property Management *667620- Inversiones Rock Creek SpA Investment related-Yes; Chile, Santiago, ; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 12/2025; During business hours: 0; After business hours: 1; Other:Administrative, I have to deposit once a month an agreed amount to my great aunt to cover her living expenses
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-29 |
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