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HB

Harry B. Breda

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CRD#: 2808984
HB
Harry Bernard Breda

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Harry Bernard Breda, who also goes by Harry Bernard Breda Jr, Harry Breda, was a registered financial professional .

Harry is a previously registered financial professional and started their career in finance in 1997. Harry had worked at 11 firms and has passed the Series 66, Series 63, Series 7TO, SIE, Series 7, Series 6 and Series 26 exams.

Aliases

Harry Bernard Breda Jr | Harry Breda

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Westwood Management Corp., Investment Related, Dallas, TX, Investment Manager, Senior Product Manager, oversee development and launch of products, steer marketing and product promotions to cover appropriate product attributes, provide reporting and information about products to clients and prospects, 04/2022, 180 hrs/mo.

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

January 5, 2025 - September 11, 2026

SALIENT CAPITAL L.P.

BD
CRD#: 147912
Dallas, TX
Past

August 10, 2022 - September 11, 2026

WESTWOOD MANAGEMENT CORP

RIA
CRD#: 110269
DALLAS, TX
Past

August 9, 2022 - December 31, 2024

FORESIDE FUND SERVICES, LLC

BD
CRD#: 46106
DALLAS, TX
Past

July 1, 2020 - October 8, 2020

GOLDMAN SACHS & CO. LLC

BD
CRD#: 361
Irving, TX
Past

June 26, 2019 - October 15, 2020

UNITED CAPITAL FINANCIAL ADVISORS

RIA
CRD#: 134600
IRVINE, TX
Past

February 14, 2019 - July 1, 2020

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
IRVING, TX
Past

September 23, 2015 - April 11, 2018

PROVASI CAPITAL PARTNERS LP

BD
CRD#: 119539
DALLAS, TX
Past

May 4, 2011 - February 6, 2012

TRANSAMERICA CAPITAL, LLC

BD
CRD#: 8217
DENVER, CO
Past

November 6, 2007 - November 10, 2010

JANUS HENDERSON DISTRIBUTORS US LLC

BD
CRD#: 28832
DENVER, CO
Past

September 27, 2000 - December 2, 2005

INVESCO DISTRIBUTORS, INC.

BD
CRD#: 7369
HOUSTON, TX
Past

June 30, 1999 - October 6, 2000

FUND MANAGEMENT COMPANY

BD
CRD#: 25585
HOUSTON, TX
Past

February 11, 1997 - June 30, 1999

INVESCO DISTRIBUTORS, INC.

BD
CRD#: 7369
HOUSTON, TX

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

What does exam status mean?
State Security Law Exam
PR
PR
Series 66
Status Unavailable
Passed: 6/26/2019
Uniform Combined State Law Examination
State Security Law Exam
PR
Series 63
Status Unavailable
Passed: 6/12/2002
Uniform Securities Agent State Law Examination
General Industry/Product Exam
PR
Series 7TO
Status Unavailable
Passed: 3/12/2022
General Securities Representative Examination
General Industry/Product Exam
PR
SIE
Status Unavailable
Passed: 4/11/2018
Securities Industry Essentials Examination
General Industry/Product Exam
PR
Series 7
Status Unavailable
Passed: 9/23/2015
General Securities Representative Examination
General Industry/Product Exam
PR
Series 6
Status Unavailable
Passed: 1/28/1997
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
PR
Series 26
Status Unavailable
Passed: 3/10/2000
Investment Company Products/Variable Contracts Principal Examination

Current Firm

SC
SALIENT CAPITAL L.P.
SALIENT CAPITAL L.P.

CRD#: 147912 / SEC#: , 8-67938

BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
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Contact information

Main Address
10000 Memorial Drive Suite 650, Houston, TX 77024
Mailing Address
10000 Memorial Drive Suite 650, Houston, TX 77024
Phone number
(346) 348-0922
Established
Texas since 04/03/2002
Firm type
Other Types of Legal Formation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
WESTWOOD HOLDINGS GROUP, INC.LIMITED PARTNERS
LANG, LAURACHIEF FINANCIAL OFFICER / PRINCIPAL FINANCIAL OFFICER / FINOP2249418
LINTON, DAVID ONTHANKPRESIDENT1730351
SCHLAG, JAMIE LEECHIEF COMPLIANCE OFFICER6114352
WHG GP HOLDCO, LLCGENERAL PARTNER

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

SALIENT CAPITAL L.P.

CRD#: 147912

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