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811 Louisiana Street Suite 2420, Houston, TX 77002 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2021-04-05 |
| TX | RA | APPROVED | 2021-03-31 |
Branch Locations
811 Louisiana Street Suite 2420, Houston, TX 77002 • United States
6836 Bee Caves Road Suite Iii-204, Austin, TX 78746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Dallas | TX | 06/2009 | 12/2020 |
| Americana Partners, Llc | Austin | TX | 03/2021 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 06/2021 | 10/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-01-29 |
| S63 | Uniform Securities Agent State Law Examination | 1986-05-23 |
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