John S. Piland

AMERICANA PARTNERS

Austin, TX 78746

Some features on this profile are disabled

CRD#: 728448

Professional summary

John Steven Piland is a registered financial advisor currently at AMERICANA PARTNERS, LLC located in Austin, Texas.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1981. John has worked at 14 firms and has passed the Series 65, Series 63, SIE, Series 3, Series 7, Series 9, Series 10 and Series 8 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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) 1. Americana Partners 2. Investment Related 3. Office of Employment Address 4. RIA 5. Business Development 6. 04/2022 7. 40 hrs/mo 8. 40 hrs during trading 9. Business Development

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Steven Piland'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

April 25, 2022 - Present

AMERICANA PARTNERS, LLC

Office #1: 6836 Bee Caves Road Suite 264, Austin, TX 78746

RIA

CRD#: 301354

Austin, TX

Past

June 1, 2022 - October 10, 2023

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Austin, TX

Past

October 28, 2015 - August 3, 2021

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

AUSTIN, TX

Past

October 28, 2015 - August 3, 2021

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

AUSTIN, TX

Past

June 1, 2009 - June 29, 2015

MORGAN STANLEY

RIA

CRD#: 149777

CHICAGO, IL

Past

June 1, 2009 - June 29, 2015

MORGAN STANLEY

CRD#: 149777

CHICAGO, IL

Past

February 20, 2008 - June 1, 2009

MORGAN STANLEY & CO. LLC

RIA

CRD#: 8209

DALLAS, TX

Past

February 20, 2008 - June 1, 2009

MORGAN STANLEY & CO. LLC

CRD#: 8209

DALLAS, TX

Past

March 19, 2007 - February 8, 2008

STEPHENS

RIA

CRD#: 3496

DALLAS, TX

Past

March 19, 2007 - February 8, 2008

STEPHENS

CRD#: 3496

DALLAS, TX

Past

October 7, 2002 - December 8, 2006

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

BIRMINGHAM, AL

Past

October 7, 2002 - December 8, 2006

MORGAN STANLEY DW INC.

CRD#: 7556

BIRMINGHAM, AL

Past

July 31, 1993 - October 11, 2002

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

DALLAS, TX

Past

July 31, 1993 - October 11, 2002

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

July 20, 1992 - July 31, 1993

LEHMAN BROTHERS INC.

CRD#: 7506

NEW YORK, NY

Past

September 4, 1990 - May 11, 1992

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ST. LOUIS, MO

Past

November 13, 1989 - September 4, 1990

LOVETT UNDERWOOD NEUHAUS & WEBB, INC.

CRD#: 22540

Past

May 18, 1989 - November 13, 1989

UNDERWOOD, NEUHAUS & CO., INCORPORATED

CRD#: 839

HOUSTON, TX

Past

March 3, 1986 - May 22, 1989

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

Past

April 9, 1984 - March 6, 1986

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

Past

July 9, 1981 - March 28, 1984

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

Past

April 13, 1981 - March 1, 1983

HILLTOP SECURITIES INC.

CRD#: 6220

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
(4/25/2022)

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 65

Date: 5/6/1994

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/11/1981

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 8/1/1986

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 4/11/1981

General Securities Representative Examination

Principal/Supervisory Exam

Series 9

Date: 1/2/2023

General Securities Sales Supervisor - Options Module Examination

Principal/Supervisory Exam

Series 10

Date: 1/2/2023

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 8

Date: 2/26/1985

General Securities Sales Supervisor Examination (Options Module & General Module)

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)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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.

Similar Advisors

Steven Gallegos

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Austin, TX

Eric Pomerantz

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Austin, TX

Jeffrey Weeks

ATX PORTFOLIO ADVISORS, LLC

IAR

Austin, TX

We're Here To Help

Advisor Monitoring

Firm Stability Insights

John S. Piland

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Steven Piland's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

MORGAN STANLEY

MORGAN STANLEY

MORGAN STANLEY & CO. LLC

MORGAN STANLEY & CO. LLC

STEPHENS

STEPHENS

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

LEHMAN BROTHERS INC.

WELLS FARGO CLEARING SERVICES, LLC

LOVETT UNDERWOOD NEUHAUS & WEBB, INC.

UNDERWOOD, NEUHAUS & CO., INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CITIGROUP GLOBAL MARKETS INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

HILLTOP SECURITIES INC.

Primary Firm SEC Registration

AMERICANA PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/6/1994

Series 63

Date: 5/11/1981

SIE

Date: 10/1/2018

Series 3

Date: 8/1/1986

Series 7

Date: 4/11/1981

Series 9

Date: 1/2/2023

Series 10

Date: 1/2/2023

Series 8

Date: 2/26/1985

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

Similar Advisors