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811 Louisiana Street Suite 2420, Houston, TX 77002 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-02-24 |
Branch Locations
811 Louisiana Street Suite 2420, Houston, TX 77002 • United States
6 Desta Drive Suite 5950, Midland, TX 79705 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Midland | TX | 12/2015 | 02/2023 |
| Americana Partners, Llc | Houston | TX | 02/2023 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 02/2023 | 11/2024 |
| Morgan Stanley Private Bank, N.A | New York | NY | 03/2020 | 02/2023 |
| Saxony Securities, Inc | St. Louis | MO | 04/2025 | Present |
1. Saxony Securities, Inc.; Registered Representative; Broker Dealer ; Investment Related; St. Louis, MO; Started 04/2025; 10 hours per month 1 during business hours 2. Americana Partners, LLC; Investment Advisor Representative; Registered Investment Advisor, Investment Related; 6 Desta Drive Suite 5950, Midland, TX 79705; Started 02/2023; 200 hrs/mo during business hours 3.Insurance Agent; Various Fixed Products; Not Investment Related; 6 Desta Drive Suite 5950, Midland, TX 79705; Started 05/2016; 4 hours during business hours 4.TriState Capital Bank Advisory Board; Member; 6 Desta Drive Suite 5950, Midland, TX 79705; 05/2024; 0.5 hours during business hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-02-25 |
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