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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-05-13 |
Branch Locations
5001 Spring Valley Road Suite 900W, Dallas, TX 75244 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Dallas | TX | 07/2016 | 05/2022 |
| Walls Family Farm | Terrell | TX | 01/1992 | Present |
| Bank Of America, N.A. | Dallas | TX | 02/2017 | 05/2022 |
| Morgan Stanley Smith Barney Llc | Dallas | TX | 05/2022 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 06/2022 | Present |
*502225- Walls Family Farm; Investment related No; Terrell, Texas; Agriculture; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 06/1991; During business hours: 0; After business hours: 5; Administrative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-24 |
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