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Investment Adviser Firm Summary
AMERICANA PARTNERS, LLC ( CRD # 301354/SEC#:801-115018 )
AMERICANA PARTNERS INTERNATIONAL, LLC, NRG ADVISORS, LLC, AMERICANA PARTNERS, LLC
View latest Form ADV filedPart 2 BrochuresPart 3 Relationship Summary

The adviser's REGISTRATION status is listed below.

REGISTRATION STATUS
SEC / JURISDICTION
REGISTRATION STATUS
EFFECTIVE DATE
SECApproved4/17/2019
NOTICE FILINGS

Investment adviser firms registered with the SEC may be required to provide to state securities authorities a copy of their Form ADV and any accompanying amendments filed with the SEC. These filings are called "notice filings". Below are the states with which the firm you selected makes its notice filings. Also listed is the date the firm first became notice filed or registered in each state.

JURISDICTIONEFFECTIVE DATE
Alabama10/7/2021
Alaska1/29/2025
Arizona4/12/2022
Arkansas1/27/2020
California10/29/2020
Colorado10/7/2021
Connecticut4/12/2022
Florida10/7/2021
Georgia10/7/2021
Illinois6/12/2023
Louisiana4/26/2019
Missouri10/5/2023
Nebraska6/7/2023
Nevada1/29/2025
New Mexico6/7/2023
New York6/7/2023
North Carolina6/7/2023
Ohio4/12/2022
Oklahoma10/29/2020
Oregon1/29/2025
Tennessee10/7/2021
Texas4/26/2019
Virginia1/29/2025
West Virginia6/7/2023
EXEMPT REPORTING ADVISERS

Exempt Reporting Advisers ("ERA") are investment advisers that are not required to register as investment advisers because they rely on certain exemptions from registration under sections 203(l) and 203(m) of the Investment Advisers Act of 1940 and related rules. Certain state securities regulatory authorities have similar exemptions based on state statutes or regulations. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. Other state securities regulatory authorities require an ERA to register as an investment adviser and file a complete Form ADV. Below are the regulators with which an ERA report is filed.

Not Currently an Exempt Reporting Adviser
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.