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Branson Fowlkes Russell Inc CRD 107656
$1.62M regulatory AUM 1 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
19 Briar Hollow Lane Suite 130, Houston, TX 77027 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-06-19 |
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 | 2023-06-19 |
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 |
|---|---|---|---|---|
| Triad Advisors, Inc. | Norcross | GA | 12/2008 | 12/2022 |
| Branson, Fowlkes & Company, Inc. | Houston | TX | 12/2022 | Present |
| Branson, Fowlkes, Russell | Houston | TX | 12/2022 | Present |
1)Harris County Municipal Utility District No. 58;not investment related;10000 Memorial Drive,Suite 260,Houston,TX 77024;supply district residents with water and sewage services;board member;4/2016;1 hr/month;1 hr during trading;meet monthly to review the operations and expenses of the municipal district and address and resolve problems when they arise 2)Branson,Fowlkes/Russell,Inc;investment related;19 Briar Hollow Lane,Suite 130,Houston,TX 77027;wealth management/financial planning;associate;6/2000;170 hrs/month;6.5 hrs during trading;day to day operations of the firm
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-17 |
| S63 | Uniform Securities Agent State Law Examination | 1999-04-09 |
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