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Advisor at AMERICANA PARTNERS, LLC
HOUSTON, TX | Midland, 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 | Feb 24, 2023 | n/a | yes | Midland, TX|HOUSTON, TX | Current employment |
| MORGAN STANLEY | Wirehouse | Jul 11, 2014 | Feb 28, 2023 | no | Midland, TX | Previous registration |
| EDWARD JONES | National bd RIA | Jun 28, 2010 | Jul 15, 2014 | no | MIDLAND, TX|MIDLAND, TX|ST LOUIS, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | AMERICANA PARTNERS, LLC | Feb 28, 2023 | Feb 24, 2023 | -4 | Firm change | Wirehouse to RIA |
| EDWARD JONES | MORGAN STANLEY | Jul 15, 2014 | Jul 11, 2014 | -4 | Firm change | Ibd to wirehouse |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 149777:301354:TX:2023-02-28 | Feb 28, 2023 | Feb 24, 2023 | MIDLAND, TX | Firm change |