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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
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 | 09/2008 | 04/2019 |
| Americana Partners, Llc | Houston | 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; Broker Dealer/ Registered Representative; 6836 Bee Caves, Bld 3, Ste 204, Austin, TX78746; 4 hrs/mo during trading hours; 1 hour during trading hours 2) 4/2019 Americana Partners, LLC; Investment-related; 811 Louisiana Street, Ste 2420, Houston, TX 77002; RIA; Managing Director/Founding Partner/IAR; 80 hours/mo during trading hours; 6.5 hours during trading hours; advise clients, client service, manage employees. 3) 8/2020 Americana Partners Planning Strategies.; Various Life Insurance Companies; Owner/Insurance agent; Investment Related; 811 Louisiana Street, Ste 2420, Houston, TX 77002; 7 hours/mo during trading hours;, less than 1 during trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-12-03 |
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