DFX Intelligence
Data Factory
Reading the graph
Reading the graph
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 17, 2021 | n/a | yes | HOUSTON, TX | Current employment |
| AVALON INVESTMENT & ADVISORY | Former SEC adviser | Mar 28, 2013 | Aug 10, 2021 | no | HOUSTON, TX | Previous registration |
| HOUSTON GLOBAL INVESTORS, LLC | n/a | Nov 20, 2009 | Apr 3, 2013 | no | HOUSTON, TX | Previous registration |
| BREEN INVESTORS LP | Former SEC adviser | Feb 19, 2003 | Oct 14, 2008 | no | HOUSTON, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AVALON INVESTMENT & ADVISORY | AMERICANA PARTNERS, LLC | Aug 10, 2021 | Aug 17, 2021 | 7 | Firm change | RIA to RIA |
| HOUSTON GLOBAL INVESTORS, LLC | AVALON INVESTMENT & ADVISORY | Apr 3, 2013 | Mar 28, 2013 | -6 | Firm change | Other |
| BREEN INVESTORS LP | HOUSTON GLOBAL INVESTORS, LLC | Oct 14, 2008 | Nov 20, 2009 | 402 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 112556:301354:TX:2021-08-03 | Aug 10, 2021 | Aug 17, 2021 | HOUSTON, TX | Firm change |