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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 | 11/2017 | 05/2025 |
| Texas A&M University | College Station | TX | 09/2013 | 05/2017 |
| Unemployed | Hempstead | TX | 05/2017 | 11/2017 |
| Americana Partners, Llc | Houston | TX | 05/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2018 | 05/2025 |
| Saxony Securities, Inc | St. Louis | MO | 07/2025 | Present |
1) 7/2025, Saxony Securities, Inc. ; Investment Related; Broker Dealer/ Registered Representative; 811 Louisiana St Suite 2420 Houston, TX 77002; 10 hrs/mo; 10 hours during trading hours; Assist clients with informed financial decisions/create and update detailed wealth plans. Support foundations, endowments, and corporate retirement plans through financial planning, investment benchmarking, and plan design. 2) 5/2025, Americana Partners, LLC; Investment Related; 811 Louisiana St, Suite 2420, Houston, TX 77002; RIA for Investment Advisory Services; Investment Adviser Representative; 12 hrs/mo; 160 hours per month during trading; Provides tailored financial planning and strategic guidance to individuals and institutions, including foundations, endowments, and corporate retirement plans. 3) Various Insurance Companies; Non-Investment Related; 811 Louisiana St, Suite 2420, Houston, TX 77002; Started 5/2025; Life and Fixed Insurance Sales; Producer; 10 hours per month during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-01-26 |
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