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Current Employers
Titleist Asset Management, Llc

777 E. Sonterra Blvd., Suite 330, San Antonio, TX 78258 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-03-01
  • TX RA
    APPROVED
    Since 2023-03-01

Branch Locations

777 E. Sonterra Blvd., Suite 330, San Antonio, TX 78258 • United States

8111 Ashland Way Suite 219, The Woodlands, TX 77382 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Investment Professionals, Inc. Houston TX 10/2009 07/2017
Titleist Capital, Llc Houston TX 07/2017 Present
Titleist Asset Management, Llc Houston TX 02/2023 Present
  • 10/2009 → 07/2017
    Investment Professionals, Inc.
    Houston, TX
  • 07/2017 → Present
    Titleist Capital, Llc
    Houston, TX
  • 02/2023 → Present
    Houston, TX
Previous Registrations
  • 2009-10-09 → 2017-07-25
    Investment Professionals, Inc.
    San Antonio, TX
    Webster, TX
    Sugar Land, TX
    Houston, TX
    Houston, TX
    Woodville, TX
    Woodville, TX
  • 2002-01-21 → 2009-10-13
    The Woodlands, TX
    The Woodlands, TX
Other Businesses

Christopher Rawson | Investment Related | 616 E. 12th St., Houston, TX 77008 | Rental Real Estate | Home Owner | 2005 | Approximately 1 hour per month devoted to other business activity, none of which are during securities trading hours | Compensated | Contract Signatory Authority | Duties include fixing problems with the house when they arise. TENNIS EQUITIES-77 KENSICO DR MT KISCO NY 10549-FITNESS CLUB-SHAREHOLDER IN FAMILY BUS.-NOT INVESTMENT RELATED OR DURING WORKING HOURS. Vision Bases Planning, LLC; Investment Related; 3310 Katy Fwy., Ste. 340, Houston, TX 77007; Financial Planning; Start Date: 11/01/2015; 160 hours devoted to other business activity; 160 hours devoted to other business activity during securities trading hours; Compensated; Contractual & Banking/Checking Signatory Authority; Duties include acquiring & retaining Financial Planning clients. CANDLELIGHT INVESTMENT PARTNERS, L.P. | Investment Related | 5090 Richmond Ave., Ste 314, Houston, TX 77056 | Real Estate Portfolio | Investor | State Date: 9/01/2019 | Approximately 1 hour per month devoted to this activity, none of which are during securities trading hours | Compensated | No duties required. Saw Mill Sports Management Fitness Company Shareholder/Limited Partner Since 0/2003 Not Investment Related TITLEIST CAPITAL, LLC AUSTIN TX BROKER DEALER REGISTERED REPRESENTATIVE SINCE 07/2017 INVESTMENT RELATED TITLEIST ASSET MANAGEMENT, LLC AUSTIN TX INVESTMENT ADVISER INVESTMENT ADVISER REPRESENTATIVE SINCE 02/2023 INVESTMENT RELATED

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-01-18
  • S66 Uniform Combined State Law Examination
    2002-01-18
Designations

View on SEC IAPD

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