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811 Louisiana Street Suite 2420, Houston, TX 77002 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-01-18 |
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 & Co. Incorporated | Houston | TX | 07/2008 | 04/2019 |
| Morgan Stanley Smith Barney | Houston | TX | 06/2009 | 04/2019 |
| Purshe Kaplan Sterling Investments, Inc | Albany | NY | 05/2019 | Present |
| Americana Partners | Houston | TX | 05/2019 | Present |
1) Americana Partners. Investment Related. 811 Louisiana St., Suite 2420, Houston, TX 77002. RIA. AVP, Relationship Specialist. Start 04/2019. 160hrs/mo, 130hrs/mo during trading hours. Client Service. (2) Purshe Kaplan Sterling Investments; Investment Related; Houston, TX; Broker Dealer; Registered Rep; Start 05/2019; 20 hours/month; 1 hours during trading hours; Client Service/Administration (3) Charles Schwab; Investment Related; 3000 Schwab Way, Westlake, TX 76262; Schwab Client Experience Panel; Member; Start 05/2024; 10 hours/month; 0 hours during trading hours; To provide ideas and feedback that are instrumental in helping Schwab develop high-level strategies as well as enhanced products, services and procedures to better serve you and your peers
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-09-02 |
| S63 | Uniform Securities Agent State Law Examination | 2006-12-09 |
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