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19026 Ridgewood Parkway Suite 134, San Antonio, TX 78259 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-06-26 |
Branch Locations
San Antonio, TX • United States
19026 Ridgewood Parkway Suite 134, San Antonio, TX 78259 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Titleist Asset Management, Ltd. | San Antonio | TX | 05/2011 | 06/2017 |
| Stone Oak Wealth Management, Llc | San Antonio | TX | 04/2017 | Present |
| Stone Oak Wealth Management, Llc | San Antonio | TX | 01/2005 | Present |
INDEPENDENT INSURANCE AGENT
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-10-03 |
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