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19 Briar Hollow Lane Suite 130, Houston, TX 77027 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-07-25 |
Branch Locations
19 Briar Hollow Lane Suite 130, Houston, TX 77027 • United States
19 Briar Hollow Lane Suite 130, Houston, TX 77027 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-07-25 |
Branch Locations
19 Briar Hollow Lane Suite 130, Houston, TX 77027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Branson Fowlkes & Co. | Houston | TX | 03/1999 | Present |
| Triad Advisors, Inc. | Norcross | GA | 12/2008 | 12/2022 |
1)Boy Scouts of America-Troup 1891;not investment related;3311 Fry Rd,Katy,TX 77449;scouting(BSA);treasurer;12/15/2019;4 hrs/month;0 hrs during trading;collect dues & pay expenses for troop 2)Branson,Fowlkes/Russell,Inc;investment related;19 Briar Hollow Lane,Suite 130,Houston,TX 77027;wealth management/financial planning;associate;1/1/2000;170 hrs/month;6.5 hrs during trading;business operations & support
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-25 |
| S63 | Uniform Securities Agent State Law Examination | 2001-11-26 |
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