Best Investors
Account
Sign in
811 Louisiana Street Suite 2420, Houston, TX 77002 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-02 |
Branch Locations
811 Louisiana Street Suite 2420, Houston, TX 77002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-09-13 |
| S63 | Uniform Securities Agent State Law Examination | 1988-03-25 |
Reach out to this advisor