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811 Louisiana Street Suite 2420, Houston, TX 77002 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-04-26 |
Branch Locations
8343 Douglas Ave Suite 150, Dallas, TX 75225 • United States
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 | 04/2009 | 04/2019 |
| Americana Partners, Llc | Austin | TX | 04/2019 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 04/2019 | 06/2024 |
| Saxony Securities, Inc. | St Louis | MO | 05/2025 | Present |
1,) Americana Partners Planning Strategies. Investment Related. Insurance. Owner/Insurance Agent. 811 Louisiana St, Suite 2420, Houston TX 77002. Start 8/2020. 7 hours per month, less than one during trading hours. 2.) Americana Partners, LLC; Investment Related; Managing Director, Founding Partner/Investment Adviser Representative; Investment Advisory firm; 8333 Douglas Ave. Suite 450 Dallas, TX 75225; IAR; Started 4/2019; 160 hours per month; all during trading hours 3.) Saxony Securities, Inc. ; Investment Related; Registered Representative; Broker Dealer; 8333 Douglas Ave. Suite 450 Dallas, TX 75225; Started 05/2025; 10 hrs/mo during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-10-10 |
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