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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 | 2023-08-15 |
Branch Locations
777 E. Sonterra Blvd., Suite 330, San Antonio, TX 78258 • United States
8111 Ashlane Way, Suite 219, The Woodlands, TX 77382 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Webster | TX | 03/2013 | 11/2022 |
| Titleist Asset Management | Houston | TX | 08/2023 | Present |
| Sagaboy Holdings, Inc. | Houston | TX | 11/2022 | 08/2023 |
| Titleist Capital | Houston | TX | 08/2023 | Present |
| Vision Based Planning | Houston | TX | 08/2023 | Present |
SagaBoy Holdings, Inc.; President/Owner; Business entity established to manage independent contractor work; Houston, TX 77059; Holding Company for Sagaboy2 LLC Owner Real Estate Holdings Since 2023 Not Investment related Sagaboy 3 LLC Owner Real Estate Holdings Since 2023 Not Investment related Sagaboy Fl LLC Owner Investment Property Real Estate holdings Since 2024 Not investment related OliverSunday LLC Owner Investment Property Real Estate Holdings Since 2024 Not Investment Related Vision Based Planning dba for advisory services since 08/2023 investment related Insurance Licensed Life and Health
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-11-15 |
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