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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 | May 24, 2024 | n/a | yes | HOUSTON, TX | Current employment |
| MORGAN STANLEY | Wirehouse | Jun 1, 2009 | Apr 25, 2024 | no | Houston, TX|Houston, TX|HOUSTON, TX|HOUSTON, TX|DALLAS, TX|Houston, TX|Houston, TX | Previous registration |
| MORGAN STANLEY & CO. LLC | n/a | Apr 2, 2007 | Jun 1, 2009 | no | HOUSTON, TX | Previous registration |
| MORGAN STANLEY DW INC. | n/a | Feb 18, 2004 | Apr 2, 2007 | no | HOUSTON, TX|HOUSTON, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | AMERICANA PARTNERS, LLC | Apr 25, 2024 | May 24, 2024 | 29 | Firm change | Wirehouse to RIA |
| MORGAN STANLEY & CO. LLC | MORGAN STANLEY | Jun 1, 2009 | Jun 1, 2009 | 0 | Bulk transfer | Other |
| MORGAN STANLEY DW INC. | MORGAN STANLEY & CO. LLC | Apr 2, 2007 | Apr 2, 2007 | 0 | Bulk transfer | Other |