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811 Louisiana Street Suite 2420, Houston, TX 77002 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-08-29 |
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 | Purchase | NY | 06/2009 | 01/2017 |
| The Family Office Usa Ltd. | New York | NY | 01/2017 | 07/2019 |
| Americana Partners, Llc | Houston | TX | 08/2019 | Present |
(1) 11/1975 McGraw-Hill Book Company. Author of 5 Books. Non Investment Related. No hours devoted to business. (2) 05/2009 John Wiley & Sons, Inc. Author of 5 Books. Non Investment Related. No hours devoted to business. (3) 07/2012 Seapoint Books. Author of 3 Books. Non Investment Related. No hours devoted to business. (4) 09/2018 The Bullfinch Companies. Advisory Board Member. 116 Huntington Ave Suite 600 Boston, MA 02166. Investment Related. 1 hour per month. 1 hour per month during trading hours. Less than 10% of time/income. Provide Asset allocation and investment strategy advise (5) 09/2019 Dynasty Financial Partners. Senior Investment Consultant . 200 Central Ave 15th Floor St Petersburg, FL 33701. Investment Related. 4 hours per month. 4 hours per month during trading hours. Less than 10% of time/income. Provide Asset allocation and investment strategy advise (6) 09/2017 The Family Office BSC (C). Senior Investment Consultant. 3 Columbus Circle Suite 1201 NY, NY 10019. Investment Related. 4 hours per month. 0 hours per month during trading hours. Less than 10% of time/income. Provide asset allocation and investment strategy advice
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-05-21 |
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