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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
6 Desta Drive Suite 5950, Midland, TX 79705 • United States
811 Louisiana Street Suite 2420, Houston, TX 77002 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Midland | TX | 05/2007 | 02/2023 |
| Morgan Stanley Smith Barney | Purchase | NY | 06/2009 | 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 | 01/2015 | 02/2023 |
| Saxony Securities, Inc. | St Louis | MO | 01/2025 | Present |
1.) 1/2025 Saxony Securities, Inc. ; Investment Related; Registered Representative; Broker Dealer; 8333 Douglas Ave. Suite 450 Dallas, TX 75225; 4 hrs/mo during trading hours. 2.) 2/2023 Americana Partners, LLC; Investment Related; Investment Advisor Representative; Investment Advisory firm; 6 Desta Dr, Suite 5950, Midland, TX 79705; 160 hours per month; all during trading hours 3.) 04/2022 Crait LLC DBA Midland Salt Co.; Salt Delivery Business ; Non- Investment related Yes; Midland, Texas; Sole Proprietor/Owner; 717 Augusta Dr, Midland, TX 79705; During business hours: 0; After business hours: 2; Accounting/Bookkeeping, Check Signing/Funds Disbursements 4.) 1/2019 High Sky Children's Ranch; Not Investment-related; 8613 W County Rd 60, Midland, TX 79707; Nonprofit service families in crisis/emergency shelter services, Treasurer and Board Member, 6 hrs/month, 0 hrs/month during trading. 5.) 09/2006 Independent Licensed insurance Agent; Investment Related; Midland, Texas; Term, Whole Life, Variable Universal Life, Variable Annuities, Fixed Annuities, 2 hrs/month, 0 hrs/month during trading. 6.) 1/2019 Cameron Stotts Foundation; Not investment-related; 6 Desta Dr, Suite 5950, Midland, TX 79705; non-profit fundraising for local nonprofits, President of the Board, 5 hours per month/0 during trading hours 7) One Accord For Kids; Non-Investment Related; 18 Desta Drive, Midland, Texas 79705; Non-profit organization, Board member; started 6/15/2025; 2 hours per month during trading; providing strategic input and guidance to help the organization achieve its mission. 8) 10/2025 Jenn Phillipe Interiors LLC; Interior Design Firm; Bookkeeper; Non-Investment Related; Midland, TX; 5 Hours/Month; 0 Hours during trading hours; Assist spouse with bookkeeping and annual tax filings for interior design business, non compensated.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-11-20 |
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