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200 Crescent Court Suite 1200, Dallas, TX 75201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-21 |
Branch Locations
10000 Memorial Drive Suite 650, Houston, TX 77024 • United States
200 Crescent Court Suite 1200, Dallas, TX 75201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American General Life Insurance | Houston | TX | 05/2016 | 10/2017 |
| Aig Capital Services, Inc. | Houston | TX | 05/2016 | 10/2017 |
| Pruco Securities, Llc | Houston | TX | 10/2017 | 07/2020 |
| Fidelity Investments | Houston | TX | 08/2020 | 06/2026 |
| Fidelity Investments | Boston | MA | 03/2025 | 06/2026 |
| Westwood Holdings Group | Houston | TX | 06/2026 | Present |
1) Maplewood South/North Community Improvement Association; Not Investment Related; 11415 Chimney Rock, Suite 101, Houston TX, 77035; Home Owners Association; Treasurer; Approx: 4 hours/month, with 0 during trading hours; Mr. Braun us the treasurer of his home owners association without compensation. 2) Westwood Wealth Management; Investment Related; 200 CRESCENT COURT, SUITE 1200, DALLAS, TX 75201; Vice President, Private Client Wealth Advisor; Full-time Employment; 3) Salient Capital LP; Investment Related; 10000 Memorial Drive, Suite 650, Houston, TX 77024; Registered Representative; Full-time Employment
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-03-24 |
| S63 | Uniform Securities Agent State Law Examination | 2016-07-30 |
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