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777 E. Sonterra Blvd., Suite 330, San Antonio, TX 78258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-04-14 |
Branch Locations
2301 S Capital Of Texas Hwy Suite J-101, Austin, TX 78746 • United States
777 E. Sonterra Blvd., Suite 330, San Antonio, TX 78258 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Austin | TX | 04/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Austin | TX | 11/2016 | 03/2021 |
| Titleist Capital, Llc | San Antonio | TX | 06/2021 | Present |
| Titleist Asset Management, Llc | Austin | TX | 04/2023 | Present |
PROMISED LAND FARM; INV RELATED; BLYTHEVILLE, AR; 1/3 OWNERSHIP; START 11/1974; 3 HOURS PER MONTH, 0 DURING TRADING; EXECUTING CONTRACT WITH FARMER, COLLECTING CROP PROCEEDS, AND REPORTING TO PARTNERS. TITLEIST CAPITAL, LLC AUSTIN TX BROKER DEALER REGISTERED REPRESENTATIVE SINCE 06/2021 INVESTMENT RELATED TITLEIST ASSET MANAGEMENT, LLC AUSTIN TX INVESTMENT ADVISER INVESTMENT ADVISER REPRESENTATIVE SINCE 04/2023 INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-03-29 |
| S63 | Uniform Securities Agent State Law Examination | 1989-11-01 |
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