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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 | 07/2014 | 05/2025 |
| Americana Partners, Llc | Houston | TX | 05/2025 | Present |
| Saxony Securities | St. Louis | MO | 09/2025 | Present |
1.) Americana Partners, LLC; DBA for investment related activity 2.) Americana Partners, LLC; VP Client Services; Investment Related; RIA; 811 Louisiana St, Ste 2420 Houston, TX 77002; 130 hours per month during trading. 3.) Everything by Kay LLC; Non-Investment Related; Owner of LLC name only for possible future business; Sole Owner; Started 1/23/2023; 0 hours per month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-06-12 |
| S63 | Uniform Securities Agent State Law Examination | 2015-05-28 |
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