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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 23, 2024 | n/a | yes | HOUSTON, TX | Current employment |
| OPPENHEIMER & CO. INC. | Bd affiliated wealth | Dec 14, 2018 | Aug 30, 2024 | no | HOUSTON, TX|CAMBRIDGE, MA|TERRELL HILLS, TX | Previous registration |
| GFS ADVISORS LLC | Mixed wealth | Apr 11, 2013 | Jan 9, 2019 | no | HOUSTON, TX | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Mar 7, 2012 | Apr 8, 2013 | no | AUSTIN, TX|AUSTIN, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| OPPENHEIMER & CO. INC. | AMERICANA PARTNERS, LLC | Aug 30, 2024 | Aug 23, 2024 | -7 | Firm change | Ibd to RIA |
| GFS ADVISORS LLC | OPPENHEIMER & CO. INC. | Jan 9, 2019 | Dec 14, 2018 | -26 | Firm change | RIA to ibd |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | GFS ADVISORS LLC | Apr 8, 2013 | Apr 11, 2013 | 3 | Firm change | Other |