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Advisor at AMERICANA PARTNERS, LLC
Dallas, TX | HOUSTON, TX
Data as of (this record's last observation) from federal regulator filings. Page built 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 | Jun 1, 2009 | May 7, 2019 | no | AUSTIN, TX|Austin, TX | Previous registration |
| MORGAN STANLEY & CO. LLC | n/a | Apr 27, 2009 | Jun 1, 2009 | no | AUSTIN, TX | Previous registration |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Oct 13, 2008 | May 5, 2009 | no | PLANO, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | AMERICANA PARTNERS, LLC | May 7, 2019 | Apr 26, 2019 | -11 | Firm change | Wirehouse to new firm |
| MORGAN STANLEY & CO. LLC | MORGAN STANLEY | Jun 1, 2009 | Jun 1, 2009 | 0 | Bulk transfer | Other |
| UBS FINANCIAL SERVICES INC. | MORGAN STANLEY & CO. LLC | May 5, 2009 | Apr 27, 2009 | -8 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 149777:301354:TX:2019-05-06 | May 7, 2019 | Apr 26, 2019 | AUSTIN, TX | Firm change |