Tamara A. Dupont

AMERICANA PARTNERS

Houston, TX 77002

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CRD#: 4953280

Professional summary

Tamara Ann Dupont, who also goes by Tamara Ann Pardue, is a registered financial advisor currently at AMERICANA PARTNERS, LLC located in Houston, Texas.

Tamara is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Tamara has worked at 8 firms and has passed the Series 66, SIE, Series 3, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Tamara Ann Pardue

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. Name of the other business - Americana Partners, LLC 2. Is the business investment related - Yes 3. Address of the other business - 811 Louisiana Street Suite 2420 Houston, TX 77002 4. Nature of the other business - RIA 5. Your position, title, or relationship with the other business - Relationship Specialist 6. The start date of your relationship - 11/2022 7. The approximate number of hours/month you devote to the other business - 160 8. The number of hours you devote to the other business during securities trading hours - 160 9. Briefly describe your duties relating to the other business - Client Service and account admin

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tamara Ann Dupont's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 9, 2022 - Present

AMERICANA PARTNERS, LLC

Office #1: 811 Louisiana Street Suite 2420, Houston, TX 77002

RIA

CRD#: 301354

Houston, TX

Past

January 5, 2023 - April 23, 2024

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Houston, TX

Past

August 19, 2015 - October 11, 2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

HOUSTON, TX

Past

August 19, 2015 - October 11, 2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

HOUSTON, TX

Past

June 22, 2009 - July 7, 2015

BARCLAYS CAPITAL INC.

RIA

CRD#: 19714

HOUSTON, TX

Past

June 22, 2009 - July 7, 2015

BARCLAYS CAPITAL INC.

CRD#: 19714

HOUSTON, TX

Past

January 1, 2008 - June 22, 2009

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

SPRING, TX

Past

January 1, 2008 - June 22, 2009

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

SPRING, TX

Past

March 12, 2007 - January 1, 2008

A. G. EDWARDS & SONS, INC.

RIA

CRD#: 4

SPRING, TX

Past

March 12, 2007 - January 3, 2008

A. G. EDWARDS & SONS, INC.

CRD#: 4

SPRING, TX

Past

October 5, 2006 - February 1, 2007

J.P. MORGAN SECURITIES INC.

RIA

CRD#: 18718

THE WOODLANDS, TX

Past

September 27, 2006 - February 1, 2007

J.P. MORGAN SECURITIES INC.

CRD#: 18718

THE WOODLANDS, TX

Past

August 16, 2005 - May 17, 2006

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

THE WOODLANDS, TX

Past

July 21, 2005 - May 17, 2006

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

AMERICANA PARTNERS, LLC

AMERICANA PARTNERS INTERNATIONAL, LLC | NRG ADVISORS, LLC | AMERICANA PARTNERS, LLC

CRD#: 301354 / SEC#: 801-115018

RIA

Registered Investment Advisory firm - (4/17/2019 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(11/9/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/15/2005

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 3/18/2014

National Commodity Futures Examination

General Industry/Product Exam

Series 31

Date: 10/7/2005

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 7/20/2005

General Securities Representative Examination

Current Firm

AMERICANA PARTNERS, LLC

AMERICANA PARTNERS INTERNATIONAL, LLC | NRG ADVISORS, LLC | AMERICANA PARTNERS, LLC

CRD#: 301354 / SEC#: 801-115018

RIA

Registered Investment Advisory firm - (4/17/2019 Approved)

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Contact information

Main Address

811 Louisiana Street Suite 2420, Houston, TX 77002

Mailing Address

Phone number

(713) 429-5552

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (29 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR AMERICANA PARTNERS, LLC (6/18/2025)

Regulatory assets under management

Total Number of Accounts	5,931
AUM (Assets Under Management)	$ 6,082,612,320

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Tamara A. Dupont

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tamara Ann Dupont's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BARCLAYS CAPITAL INC.

BARCLAYS CAPITAL INC.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

A. G. EDWARDS & SONS, INC.

A. G. EDWARDS & SONS, INC.

J.P. MORGAN SECURITIES INC.

J.P. MORGAN SECURITIES INC.

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

Primary Firm SEC Registration

AMERICANA PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/15/2005

SIE

Date: 10/1/2018

Series 3

Date: 3/18/2014

Series 31

Date: 10/7/2005

Series 7

Date: 7/20/2005

Current Firm

AMERICANA PARTNERS, LLC

Contact information

SEC notice filing (29 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

AMERICANA PARTNERS, LLC

TRUST BUT VERIFY

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