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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 | 2023-03-01 |
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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-01-18 |
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