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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 | Jan 18, 2022 | n/a | yes | HOUSTON, TX | Current employment |
| MORGAN STANLEY | Wirehouse | Jun 1, 2009 | May 6, 2019 | no | Houston, TX | Previous registration |
| MORGAN STANLEY & CO. LLC | n/a | Jul 11, 2008 | Jun 1, 2009 | no | HOUSTON, TX | Previous registration |
| LEHMAN BROTHERS INC. | n/a | Mar 12, 2008 | Jul 25, 2008 | no | HOUSTON, TX|HOUSTON, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | AMERICANA PARTNERS, LLC | May 6, 2019 | Jan 18, 2022 | 988 | Firm change after gap | Wirehouse to RIA |
| MORGAN STANLEY & CO. LLC | MORGAN STANLEY | Jun 1, 2009 | Jun 1, 2009 | 0 | Bulk transfer | Other |
| LEHMAN BROTHERS INC. | MORGAN STANLEY & CO. LLC | Jul 25, 2008 | Jul 11, 2008 | -14 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 149777:301354:TX:2019-05-06 | May 6, 2019 | Jan 18, 2022 | HOUSTON, TX | Firm change after gap |