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811 Louisiana Street Suite 2420, Houston, TX 77002 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-01-10 |
Branch Locations
811 Louisiana Street Suite 2420, Houston, TX 77002 • United States
6836 Bee Caves Road Suite Iii-204, Austin, TX 78746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Park City | UT | 12/2011 | 05/2019 |
| Americana Partners, Llc | Austin | TX | 05/2019 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 05/2019 | 11/2024 |
| Saxony Securities, Inc. | St Louis | MO | 04/2025 | Present |
1.) Saxony Securities, Inc.; Registered Representative; Broker Dealer ; Investment Related; 6836 Bee Caves Road, Suite III-204 Austin, TX 78746; Started 04/2025; 10 hours/month; less than 1 hours during trading hours 2.) Americana Partners, LLC; AVP/Director of Portfolio Management; Registered Investment Advisor, Investment Related; 6836 Bee Caves Road, Suite III-204 Austin, TX 78746; Started 05/2019; 160 hrs/mo during business hours 3.) Insurance License; Hold Only, Non-Producer; Since 04.2019; 6836 Bee Caves Road, Suite III-204 Austin, TX 78746;Life insurance and variable annuities; 0 hrs/wk
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-07 |
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