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Advisor at AMERICANA PARTNERS, LLC
HOUSTON, TX | Beverly Hills, CA
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 | Apr 26, 2025 | n/a | yes | Beverly Hills, CA|HOUSTON, TX | Current employment |
| BOULEVARD FAMILY WEALTH SERVICES, LLC | Former SEC adviser | Sep 7, 2023 | Aug 14, 2024 | no | BEVERLY HILLS, CA | Previous registration |
| BOULEVARD FAMILY WEALTH | Former SEC adviser | Jun 11, 2018 | May 22, 2025 | no | Beverly Hills, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BOULEVARD FAMILY WEALTH | BOULEVARD FAMILY WEALTH SERVICES, LLC | May 22, 2025 | Sep 7, 2023 | -623 | Channel change | Other |
| BOULEVARD FAMILY WEALTH SERVICES, LLC | AMERICANA PARTNERS, LLC | Aug 14, 2024 | Apr 26, 2025 | 255 | Firm change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 285229:327643:CA:2025-05-22 | May 22, 2025 | Sep 7, 2023 | BEVERLY HILLS, CA | Firm change after gap |
| 327643:301354:CA:2024-08-14 | Aug 14, 2024 | Apr 26, 2025 | BEVERLY HILLS, CA | Firm change |