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Advisor at AMERICANA PARTNERS, LLC
HOUSTON, TX
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| AMERICANA PARTNERS, LLC | Independent wealth | Aug 26, 2024 | n/a | yes | HOUSTON, TX | Current employment |
| MORGAN STANLEY | Wirehouse | Oct 14, 2021 | Sep 17, 2024 | no | Houston, TX|Houston, TX|Spring, TX | Previous registration |
| OPPENHEIMER & CO. INC. | Bd affiliated wealth | Mar 17, 2020 | Sep 27, 2021 | no | HOUSTON, TX | Previous registration |
| MORGAN STANLEY | Wirehouse | Dec 12, 2012 | Apr 24, 2014 | no | Houston, TX | Previous registration |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Jan 1, 2011 | Dec 17, 2012 | no | HOUSTON, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | AMERICANA PARTNERS, LLC | Sep 17, 2024 | Aug 26, 2024 | -22 | Firm change | Wirehouse to RIA |
| OPPENHEIMER & CO. INC. | MORGAN STANLEY | Sep 27, 2021 | Oct 14, 2021 | 17 | Firm change | Ibd to wirehouse |
| MORGAN STANLEY | OPPENHEIMER & CO. INC. | Apr 24, 2014 | Mar 17, 2020 | 2,154 | Firm change after gap | Wirehouse to ibd |
| UBS FINANCIAL SERVICES INC. | MORGAN STANLEY | Dec 17, 2012 | Dec 12, 2012 | -5 | Firm change | Wirehouse to wirehouse |