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CRD 327332
FRIENDSWOOD, TX
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| HARRIS BRETT HANSON | Certified Financial Planner | FRIENDSWOOD, TX | 2 | 20 | 2 | no |
| SALLY HARRIS BRANSON | n/a | FRIENDSWOOD, TX | 2 | 26 | 2 | no |
| KENNETH ALBERT CUSICK | n/a | FRIENDSWOOD, TX | 1 | 11 | 2 | no |
| Matthew Bret Silvey | n/a | FRIENDSWOOD, TX | 0 | 11 | n/a | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| HANSON, HARRIS, BRETT | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | yes | 07/2023 | Jul 18, 2023 | May 1, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 23, 2026 | $257M | $256M | 7 | 3 | 0 | n/a | n/a |
| 2024 | Feb 26, 2025 | $229M | $225M | 6 | 3 | 0 | n/a | n/a |
| 2023 | Mar 20, 2024 | $215M | $215M | 5 | 2 | 0 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 3 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $257M | $229M | 12.3% | n/a | n/a | 7 | 6 | 0 | 0 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | 2 | Oct 3, 2023 | Oct 6, 2023 | FRIENDSWOOD, TX | Team lift out | Ibd to new firm | 0.0% |