Investment adviser representative · Texas Family Wealth, LLC
Sally H. Branson
CRD 4147887 · Friendswood, TX
At a glance
Sally H. Branson is an investment adviser representative with Texas Family Wealth, LLC in Friendswood, TX, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Sally’s SEC record dates to 2008, about 18 years ago.
Current advisory firm
- Texas Family Wealth, LLCSince October 2023Friendswood, TX · $257M in regulatory assets
SEC adviser record
- Registered since
- 2008 (18 years)
- Designations
- None on file
- Exams
- Series 63, Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Sally’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.