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811 Louisiana Street Suite 2420, Houston, TX 77002 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-09-15 |
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 | Purchase | NY | 06/2009 | 11/2017 |
| Morgan Stanley Services Group, Inc | Purchase | NY | 11/2017 | 09/2020 |
| Americana Partners, Llc | Houston | TX | 09/2020 | Present |
| Purshe Kaplan Sterling Investments, Inc. | Albany | NY | 09/2020 | 11/2024 |
| Americana Partners Securities, Llc | Houston | TX | 10/2023 | 11/2024 |
| Saxony Securities, Inc | St. Louis | MO | 12/2024 | Present |
1.) Americana Partners International; DBA for securities related business. 2.) Americana Partners, LLC; Investment Related, 811 Louisiana St, STE 2420, Houston, TX 77002, IAR, Managing Director and Chief Compliance Officer, Started 9/2020, 160 hours per month, all during trading hours. 3.) Rental Property; Non-Investment Related, Real Estate/Landlord. Started 1/2018. 5 hours per month/0 during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-02-04 |
| S63 | Uniform Securities Agent State Law Examination | 2002-08-27 |
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