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811 Louisiana Street Suite 2420, Houston, TX 77002 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-08 |
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 |
|---|---|---|---|---|
| Avalon Investment & Advisory | Houston | TX | 06/2012 | 05/2023 |
| Corient | Houston | TX | 05/2023 | 08/2024 |
| Americana Partners, Llc | Houston | TX | 09/2025 | Present |
| Unemployed | Houston | TX | 08/2024 | 07/2025 |
1) Braes Link Villas II Homeowners Association, Not investment related, 17049 El Camino Real #100 Houston, TX 77058, Houston Community Management Services, Board Member, 8/2024, 5-10 hours/month, 0 hours during trading hours, Establish budgets, dues, penalties/ Approving contracts/ State and Federal Filings
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-07-28 |
| S63 | Uniform Securities Agent State Law Examination | 2000-12-06 |
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