DFX Intelligence

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RIA / WealthAdvisordual registered (broker-dealer)14 years in industry

JOSHUA JOHN CALTRIDER

Advisor at AMERICANA PARTNERS, LLC

Dallas, TX | HOUSTON, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b884c10a-8ef8-4774-3f43-38d87f0eea4c

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:01 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 1
Observed: Sep 10, 2012 to Sep 15, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Joshua John Caltrider

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: AMERICANA PARTNERS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 1
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Sep 7, 2012
First registration: Sep 10, 2012
Dual registered: yes, broker-dealer
Other names: JOSH CALTRIDER|JOSHUA J CALTRIDER|JOSHUA John CALTRIDER
IAPD individual key: 6087643

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
AMERICANA PARTNERS, LLC	Independent wealth	Apr 26, 2019	n/a	yes	Dallas, TX\|HOUSTON, TX	Current employment
MORGAN STANLEY	Wirehouse	Sep 10, 2012	May 8, 2019	no	Dallas, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MORGAN STANLEY	AMERICANA PARTNERS, LLC	May 8, 2019	Apr 26, 2019	-12	Firm change	Wirehouse to new firm

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
149777:301354:TX:2019-05-06	May 8, 2019	Apr 26, 2019	DALLAS, TX	Firm change

Relationships

Registered with (2)

→ AMERICANA PARTNERS, LLCRegistered adviserregistration: current employment
Apr 26, 2019 to presentfactForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Sep 10, 2012 to May 8, 2019factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b884c10a-8ef8-4774-3f43-38d87f0eea4c
First observed: Sep 10, 2012
Last observed: Sep 15, 2026 4 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

JOSHUA JOHN CALTRIDER

Advisor at AMERICANA PARTNERS, LLC

Dallas, TX | HOUSTON, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b884c10a-8ef8-4774-3f43-38d87f0eea4c

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:01 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

AMERICANA PARTNERS, LLC

Independent wealth

Apr 26, 2019

n/a

yes

Dallas, TX|HOUSTON, TX

Current employment

MORGAN STANLEY

Wirehouse

Sep 10, 2012

May 8, 2019

Dallas, TX

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

MORGAN STANLEY

AMERICANA PARTNERS, LLC

May 8, 2019

Apr 26, 2019

-12

Firm change

Wirehouse to new firm

Team

Left

Joined

From

Kind

149777:301354:TX:2019-05-06

May 8, 2019

Apr 26, 2019

DALLAS, TX

Firm change