Best Investors
Account
Sign in
Best Investors
Account
Sign in
811 Louisiana Street Suite 2420, Houston, TX 77002 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-05-31 |
Branch Locations
6836 Bee Caves Road Suite Iii-204, Austin, TX 78746 • 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 |
|---|---|---|---|---|
| Morgan Stanley | Austin | TX | 04/2009 | 04/2019 |
| Americana Partners, Llc | Austin | TX | 04/2019 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 04/2019 | 11/2024 |
| Saxony Securities, Inc | St. Louis | MO | 01/2025 | Present |
1.) 1/2025 Saxony Securities, Inc. ; Investment Related; Registered Representative; 6836 Bee Caves, Bld 3, Ste 204, Austin, TX 78746; 160 hrs/mo during trading hours. 2.) 4/2019 Americana Partners, LLC; Investment Related; Managing Director/Founding Partner and Investment Adviser Representative; 6836 Bee Caves, Bld 3, Ste 204, Austin, TX 78746; 160 hrs/mo; 6.5 hours during trading hours; Advise clients & client service 3.) 8/2020 Americana Partners Planning Strategies; Investment Related; Insurance Company; Owner/Insurance Agent; 6836 Bee Caves, Bld 3, Ste 204, Austin, TX 78746; 7 hrs/mo; less than 1 hour during trading hours 4.) 1/2016 Fire Oak Vineyard; Non-Investment Related; Wholesaler; PO Box 307, Goldthwaite, TX, 76844; 10 hrs/mo during trading hours; sale of wine grapes (wholesale)/administrative.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-11-28 |
| S63 | Uniform Securities Agent State Law Examination | 1995-10-26 |
Reach out to this advisor