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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 2023-02-24
  • TX RA
    APPROVED
    Since 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

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 05/2007 → 02/2023
    Midland, TX
  • 06/2009 → 02/2023
    Morgan Stanley Smith Barney
    Purchase, NY
  • 02/2023 → Present
    Houston, TX
  • 02/2023 → 11/2024
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 01/2015 → 02/2023
    Morgan Stanley Private Bank, N.A
    New York, NY
  • 01/2025 → Present
    Saxony Securities, Inc.
    St Louis, MO
Previous Registrations
  • 2009-06-01 → 2023-02-28
    Purchase, NY
    Midland, TX
  • 2007-05-29 → 2009-06-01
    Midland, TX
    Midland, TX
    San Antonio, TX
    Midland, TX
  • 2007-04-03 → 2007-05-29
    Citicorp Investment Services
    Midland, TX
  • 2006-11-21 → 2007-03-19
    Wells Fargo Investments, Llc
    Midland, TX
    El Paso, TX
    Midland, TX
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-11-20
  • S66 Uniform Combined State Law Examination
    2006-11-20
Designations

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