DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at AMERICANA PARTNERS, LLC
HOUSTON, TX | Austin, 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 10, 2022 | n/a | yes | HOUSTON, TX|Austin, TX | Current employment |
| MORGAN STANLEY | Wirehouse | Dec 1, 2011 | May 14, 2019 | no | Park City, UT|Salt Lake City, UT|San Antonio, TX|Austin, TX | Previous registration |
| NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC | No RAUM reported | Mar 12, 2010 | Dec 7, 2011 | no | SALT LAKE CITY, UT|LOS ANGELES, CA|SALT LAKE CTY, UT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | AMERICANA PARTNERS, LLC | May 14, 2019 | Jan 10, 2022 | 972 | Firm change after gap | Wirehouse to RIA |
| NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC | MORGAN STANLEY | Dec 7, 2011 | Dec 1, 2011 | -6 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 149777:301354:TX:2019-05-06 | May 14, 2019 | Jan 10, 2022 | AUSTIN, TX | Firm change after gap |