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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 | Apr 25, 2022 | n/a | yes | HOUSTON, TX|Austin, TX | Current employment |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | Oct 28, 2015 | Aug 3, 2021 | no | AUSTIN, TX | Previous registration |
| MORGAN STANLEY | Wirehouse | Jun 1, 2009 | Jun 29, 2015 | no | San Antonio, TX|Dallas, TX|SAN ANTONIO, TX|Chicago, IL|Deerfield, IL|Rockport, TX|SCOTTSDALE, AZ|Scottsdale, AZ|RIVERWOODS, IL|San Antonio, TX|Chicago, IL | Previous registration |
| MORGAN STANLEY & CO. LLC | n/a | Feb 20, 2008 | Jun 1, 2009 | no | DALLAS, TX | Previous registration |
| Stephens | Bd affiliated wealth | Mar 19, 2007 | Feb 8, 2008 | no | DALLAS, TX | Previous registration |
| MORGAN STANLEY DW INC. | n/a | Oct 7, 2002 | Dec 8, 2006 | no | BIRMINGHAM, AL|DALLAS, TX|DALLAS, TX | Previous registration |
| CITIGROUP GLOBAL MARKETS INC. | Bd affiliated wealth | Jul 31, 1993 | Oct 11, 2002 | no | DALLAS, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES, LLC | AMERICANA PARTNERS, LLC | Aug 3, 2021 | Apr 25, 2022 | 265 | Firm change | Ibd to RIA |
| MORGAN STANLEY | AMERIPRISE FINANCIAL SERVICES, LLC | Jun 29, 2015 | Oct 28, 2015 | 121 | Firm change | Wirehouse to ibd |
| MORGAN STANLEY & CO. LLC | MORGAN STANLEY | Jun 1, 2009 | Jun 1, 2009 | 0 | Bulk transfer | Other |
| Stephens | MORGAN STANLEY & CO. LLC | Feb 8, 2008 | Feb 20, 2008 | 12 | Firm change | Other |
| MORGAN STANLEY DW INC. | Stephens | Dec 8, 2006 | Mar 19, 2007 | 101 | Firm change | Other |
| CITIGROUP GLOBAL MARKETS INC. | MORGAN STANLEY DW INC. | Oct 11, 2002 | Oct 7, 2002 | -4 | Firm change | Other |