Best Investors
Account
Sign in
777 E. Sonterra Blvd., Suite 330, San Antonio, TX 78258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-04-17 |
Branch Locations
777 E. Sonterra Blvd., Suite 330, San Antonio, TX 78258 • United States
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
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-03-25 |
Branch Locations
777 E. Sonterra Blvd. Suite 330, San Antonio, TX 78258 • United States
2301 S Capital Of Texas Hwy Suite J-101, Austin, TX 78746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Titleist Capital, Llc | Austin | TX | 01/2003 | Present |
| Shorebird Capital, Lp | San Antonio | TX | 11/2016 | Present |
| Titleist Asset Management, Llc | Austin | TX | 08/2022 | Present |
Palmetto Holdings - 2301 South Capital of Texas Highway, Suite J-101, Austin, Texas 78746. Activity began in 10/2016 and is non-investment related. Spend approximately one hour/month and zero hours during trading hours. Palmetto acts as the holding company for a building. I hold a limited partner interest in this activity. Shorebird Capital GP, LP - 777 E. Sonterra Blvd., Ste. 330, San Antonio, Texas 78258. Anticipate 11/2016 start date. Investment related. Member of the General Partner to Shorebird Capital, LP., a limited partnership and investment manager to Shorebird Ibis Fund, LP. Portfolio Manager to the fund. Spend approximately sixty hours/month to the activity and forty hours/month during securities trading hours. Titleisit Capital, LLC Broker Dealer Managing Partner Since 01/2003 Investment Related Titleist Asset Management, LLC Investment Adviser Managing Partner Since 08/2022 Investment Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-07-31 |
Reach out to this advisor