Joshua John Caltrider

Current Employers

Employment History

• 06/2012 → 04/2019
  Morgan Stanley
  Dallas, TX
• 04/2019 → Present
  Americana Partners, Llc
  Dallas, TX
• 04/2019 → 11/2024
  Purshe Kaplan Sterling Investments
  Albany, NY
• 03/2025 → Present
  Saxony Securities, Inc.
  St Louis, MO

Previous Registrations

• 2012-09-10 → 2019-05-08
  Morgan Stanley
  Dallas, TX

Other Businesses

1.)Saxony Securities, Inc.; Registered Representative; Broker Dealer ; Investment Related; St Louis, MO ; Started 03/2025; 10 hours per month 1 during business hours 2.) Americana Partners, LLC; Managing Director/Founding Partner/Investment Advisor Representative; Registered Investment Advisor; Investment-Related; 8333 Douglas Ave., Suite 450, Dallas, TX 75225; Started: 04/2019; 160 hours per month total, during trading hours; investment advisor representative of RIA firm. 3.) Americana Partners Planning Strategies. Investment Related. 811 Louisiana St, Suite 2420, Houston TX 77002. Insurance. Owner/Insurance agent. Start 8/2020. 7 hours per month, less than 1 during trading hours. 4.) Fixed Insurance Business; not investment-related; 333 Douglas Ave., Suite 450, Dallas, TX 75225; fixed insurance product sales; insurance agent; Started: 04/2019; 5 hours per month, during trading hours; insurance sales of fixed insurance products. 5.) JEM Oil, LLC. Investment-Related, Located at 9414 Forestridge Drive, Dallas, TX 75238. Entity for Passive Investments. Co-Founder. Start: 10/2022. 1 hr/month; none during trading hours. LLC is for estate planning purposes to hold passive investments in oil well working interests.

Exams

• S66 Uniform Combined State Law Examination
  2012-09-07

Other Names

• Josh Caltrider
• Joshua J Caltrider
• Joshua John Caltrider