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811 Louisiana Street Suite 2420, Houston, TX 77002 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-11-09 |
Branch Locations
811 Louisiana Street Suite 2420, Houston, TX 77002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Houston | TX | 07/2015 | 10/2022 |
| Bank Of America, N.A. | Houston | TX | 05/2021 | 10/2022 |
| Americana Partners, Llc | Houston | TX | 10/2022 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 12/2022 | Present |
1. Name of the other business - Americana Partners, LLC 2. Is the business investment related - Yes 3. Address of the other business - 811 Louisiana Street Suite 2420 Houston, TX 77002 4. Nature of the other business - RIA 5. Your position, title, or relationship with the other business - Relationship Specialist 6. The start date of your relationship - 11/2022 7. The approximate number of hours/month you devote to the other business - 160 8. The number of hours you devote to the other business during securities trading hours - 160 9. Briefly describe your duties relating to the other business - Client Service and account admin
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-08-15 |
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