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Joseph Cain Savery

Americana Partners, LLC

Houston, TX

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Current Employers
Americana Partners, Llc

811 Louisiana Street Suite 2420, Houston, TX 77002 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-08-09
  • TX RA
    APPROVED
    Since 2021-08-09

Branch Locations

811 Louisiana Street Suite 2420, Houston, TX 77002 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Avalon Investment & Advisory Houston TX 06/2015 07/2021
Avalon Wealth Management Llc Houston TX 06/2015 07/2021
Americana Partners, Llc Houston TX 07/2021 Present
Purshe Kaplan Sterling Investments Albany NY 11/2021 09/2023
  • 06/2015 → 07/2021
    Avalon Investment & Advisory
    Houston, TX
  • 06/2015 → 07/2021
    Avalon Wealth Management Llc
    Houston, TX
  • 07/2021 → Present
    Americana Partners, Llc
    Houston, TX
  • 11/2021 → 09/2023
    Purshe Kaplan Sterling Investments
    Albany, NY
Previous Registrations
  • 2015-09-25 → 2021-08-03
    Avalon Investment & Advisory
    Houston, TX
Other Businesses

1) 08/2022 Independent Licensed Insurance Agent; Investment Related; Texas: Life, Accident & Health, and HMO Lines of authority.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-09-25
  • S66 Uniform Combined State Law Examination
    2015-09-25
Other Names
  • Joe Savery

View on SEC IAPD

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Other Offices

BRIDGE CAPITAL ADVISORS · HOUSTON, TX
TSA WEALTH MANAGEMENT · HOUSTON, TX
PEREA CAPITAL · HOUSTON, TX
TRI-STAR ADVISORS, INC. · HOUSTON, TX
HORNOR, TOWNSEND & KENT, LLC · Houston, TX
AMERIPRISE FINANCIAL SERVICES, LLC · Houston, TX
LPL FINANCIAL LLC · HOUSTON, TX
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