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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2009-06-01 |
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 |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Lubbock | TX | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
(1) FALLIN RENT HOUSE; LANDLORD; RENTAL PROPERTY; 5213 E CR 6610 LUBBOCK TX 79403; 0 AFTER BUSINESS HOURS; 0 DURING BUSINESS HOURS; 07/2007 (2) 378750 - Trust; Trustee; Aug 2019 (3) 334070 - Lien; Investment related - Yes; Lubbock, Texas; Lending; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 02/2007; During business hours: 0; After business hours: 0.5; Collect house payments (4) 468496 - Investment related -Yes; Lubbock, Texas; Agriculture; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 12/2021; During business hours: 0; After business hours: 10; Business Development/Growth (5) 555309 - Rental Property; Investment related-Yes; Lubbock, Texas; Rental Property; Trustee (proprietor, partner, officer, director, employee, trustee, agent); 08/2019; During business hours: 0; After business hours: 1; Accounting/Bookkeeping, Check Signing/Funds Disbursements:Property Management (6) 560464 - Fallin Rent House; Investment related: Yes; Lubbock, Texas; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 07/2023; During business hours: 0; After business hours: 2; Property Management (7) 559960 - The Sidney and Gwen Fallin Irrev Trust ; Investment related - Yes ; Lubbock, Texas ; Rental Property ; Trustee(proprietor, partner, officer, director, employee, trustee, agent) ; 8/2019 ; During business hours : 0 ; After business hours : 1 ; Administrative, Accounting/Bookkeeping, Property Management, Check Signing/Funds Disbursements
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-10-11 |
| S63 | Uniform Securities Agent State Law Examination | 1993-07-07 |
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