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811 Louisiana Street Suite 2420, Houston, TX 77002 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-02 |
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 |
|---|---|---|---|---|
| Morgan Stanley | Houston | TX | 03/2013 | 05/2025 |
| Americana Partners, Llc | Houston | TX | 05/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | 05/2025 |
| Saxony Securities, Inc. | St. Louis | MO | 07/2025 | Present |
1.) 7/2025, Saxony Securities, Inc. ; Investment Related; Broker Dealer/ Registered Representative; 811 Louisiana Street, Ste 2420, Houston, TX 77002; 2 hrs/mo; 2 hours during trading hours, Variable annuity oversight. 2.) 5/2025, Americana Partners, LLC; Investment-related; 811 Louisiana Street, Ste 2420, Houston, TX 77002; RIA; IAR; 160 hours/mo; 120 hours during trading hours; Private Wealth Advisor providing wealth management services 3.) 5/2025 Independent Licensed insurance Agent; Investment Related; Houston, Texas; Insurance Sales; 10 hours per month, 10 hours during trading. 4.) The Junior League of Houston Foundation; Investment related No; Houston, Texas; Charitable; Community Director on Foundation's Board of Directors; Duties include governance, fund management/oversight, income decision making and fiduciary oversight/compliance; 1 hr/month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-08 |
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