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Current Employers
Americana Partners, Llc

811 Louisiana Street Suite 2420, Houston, TX 77002 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-05-02
  • TX RA
    APPROVED
    Since 2025-05-02

Branch Locations

811 Louisiana Street Suite 2420, Houston, TX 77002 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Houston TX 06/2009 05/2025
Americana Partners, Llc Houston TX 05/2025 Present
Morgan Stanley Private Bank, N.A New York NY 01/2015 05/2025
Saxony Securities, Inc. St. Louis MO 07/2025 Present
  • 06/2009 → 05/2025
    Houston, TX
  • 05/2025 → Present
    Houston, TX
  • 01/2015 → 05/2025
    Morgan Stanley Private Bank, N.A
    New York, NY
  • 07/2025 → Present
    Saxony Securities, Inc.
    St. Louis, MO
Previous Registrations
  • 2009-06-01 → 2025-05-16
    Houston, TX
    Houston, TX
  • 2009-03-27 → 2009-06-01
    Morgan Stanley & Co. Llc
    Houston, TX
  • 2001-07-13 → 2009-04-15
    Houston, TX
    Houston, TX
Other Businesses

1) 7/2025 Saxony Securities, Inc.; Investment Related; Broker Dealer/ Registered Representative; 811 Louisiana Street, Ste 2420, Houston, TX 77002; 2 hrs/month; 2 hours during trading hours; variable annuity oversight 2) 5/2025 Americana Partners, LLC; Investment-related; 811 Louisiana Street, Ste 2420, Houston, TX 77002; RIA; IAR; 160 hrs/month; 120 hours during trading hours; wealth management, client interaction 3.) 04/1995 Independent Licensed insurance Agent; Investment Related; Houston, Texas; Annuity and life; 1 hour per month during trading. 4.) 2010 Little Bay Bahamas; Owner; VRBO Rental Property; Non Investment Related; City Bahamas; Harbour Island, Bahamas; 1hr/month; Duties are to pay bills, upkeep. 5.) Charlotte Ranch Investors Ltd. and LLC, Houston, Texas 77024; Family Ranch; Member of General Partner & Ltd.; PART-Hold 4 Accounts at MSSB- Family Ranch in a limited Partnership (FLP) ; 29% Owner of Partnership & Member of the General Partner; 1 hour per month, 0 hours during trading. 6.) Trust; Investment related; Houston, Texas; Trust; Trustee/Co-Trustee; 10/2021; During business hours: 0; After business hours: 4; Check Signing/Funds Disbursements 7.) Trust; Investment related; Houston, Texas; Trust; Trustee/Co-Trustee; 10/2021; During business hours: 0; After business hours: 4; Check Signing/Funds Disbursements

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-09-13
S63 Uniform Securities Agent State Law Examination 1988-03-25
  • S65 Uniform Investment Adviser Law Examination
    2005-09-13
  • S63 Uniform Securities Agent State Law Examination
    1988-03-25
Other Names
  • M H Palmer Moldawer
  • Marc Henry Palmer Moldawer
  • Palmer Moldawer

View on SEC IAPD

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