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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-23 |
| CA | RA | APPROVED | 2024-07-08 |
Branch Locations
520 West Main Street, Unit 201, Visalia, CA 93291 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Visalia | CA | 12/2023 | Present |
| Tetra Property Management | Visalia | CA | 03/2013 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 05/2024 | Present |
*590884- Bryon Todd; Investment related: Yes; Lemon Cove, California; Agriculture; Owner (proprietor, partner, officer, director, employee, trustee, agent); 02/2024; During business hours: 0; After business hours: 20; Property Management *638159- Tetra Property Management; Investment related-No; Visalia, California, Property Managment; Employee (proprietor, partner, officer, director, employee, trustee, agent); 04/2025; During business hours: 0; After business hours: 5; Other.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-04 |
| S63 | Uniform Securities Agent State Law Examination | 2001-08-04 |
| S65 | Uniform Investment Adviser Law Examination | 2001-08-04 |
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