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811 Louisiana Street Suite 2420, Houston, TX 77002 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-05 |
| CO | RA | APPROVED | 2026-03-05 |
| TX | RA | APPROVED | 2026-03-05 |
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 |
|---|---|---|---|---|
| L&S Advisors, Inc. | Los Angeles | CA | 04/2017 | 03/2026 |
| Prestige Estate Agency | Los Angeles | CA | 06/2016 | 04/2017 |
| Americana Partners, Llc | Houston | TX | 03/2026 | Present |
1) UCLA Department of Economics; Non-Investment related; 555 Westwood Plaza, Los Angeles, CA 90095; lecturing undergraduate economics students; Investor in Residence (Volunteer); since 5/2018; approx. 5 hrs./mo. - 0 during trading hours; prepare case studies, power point presentations, and Bloomberg terminal demonstrations, and lecture with Q&A. 2) CFA Institute - Practice Analysis Working Body, Volunteer Member of CFA Institute committee ; Non-Investment related; 915 E High St, Charlottesville, VA 22902; Participation in committee that develops curriculum for future CFA exams; Since 2/2019; Approx. 2.5 hrs./mo. - 0 during trading hours; Answer surveys and questions about the importance of certain topics and information related to a specific subject area as it aligns with the CFA curriculum
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-12-05 |
| S63 | Uniform Securities Agent State Law Examination | 2013-10-04 |
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