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811 Louisiana Street Suite 2420, Houston, TX 77002 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-04-26 |
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 | 07/2008 | 04/2019 |
| Americana Partners, Llc | Houston | TX | 04/2019 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 04/2019 | 06/2023 |
| Americana Partners Securities, Llc | Houston | TX | 05/2024 | Present |
1) Truth BBQ Holdings. Not Investment Related. 110 S Heights Blvd, Houston TX 77007. Restaurant. Board Member. Start 1/2017. 4 hours per month, 1 during trading. Strategy & Marketing. 2) Excel Mulching & Trenching. Not Investment Related. 2228 SE Loop, Carthage TX 75633. Construction. Board Member. Start 7/2015. 3 hours per month, 1 during trading. Help with business strategy & marketing. 3) Houston Museum of Natural Science. Not Investment Related. 5555 Hermann Park Drive, Houston TX 77030. Museum. Board Member. Start 8/2009. 1 hour per month, not during trading. Board Member.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-11-14 |
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