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Nicholas M Perez

Americana Partners, LLC

Midland, TX

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 2023-06-14
  • TX RA
    APPROVED
    Since 2023-06-14

Branch Locations

6 Desta Drive Suite 5950, Midland, TX 79705 • United States

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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Midland TX 09/2016 05/2019
Bank Of America, N.A. Midland TX 09/2016 05/2019
Best Buy Odessa TX 09/2013 01/2017
Morgan Stanley Midland TX 06/2019 03/2023
Americana Partners, Llc Midland TX 02/2023 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-09-04
  • S66 Uniform Combined State Law Examination
    2018-09-04
Other Names
  • Nicholas Perez

View on SEC IAPD

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MARCEL CAMPOS
STEFAN PEREIRA FARIA

Other Offices

CARGILE INVESTMENT MANAGEMENT · MIDLAND, TX
TRINCHERA INVESTMENTS, LLC · MIDLAND, TX
ASHTON THOMAS PRIVATE WEALTH · MIDLAND, TX
EAGLE STRATEGIES LLC · MIDLAND, TX
J.P. MORGAN SECURITIES LLC · MIDLAND, TX
WELLS FARGO CLEARING SERVICES, LLC · MIDLAND, TX
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · MIDLAND, TX
BEYOND BALANCED FINANCIAL PLANNING, LLC · MIDLAND, TX

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