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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 2026-07-31
  • TX RA
    APPROVED
    Since 2026-07-31

Branch Locations

777 E. Sonterra Blvd., Suite 330, San Antonio, TX 78258 • 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
J. P. Morgan Securities Llc San Antonio TX 02/2013 07/2026
Zephyr Technologies San Antonio TX 10/2024 Present
Titleist Capital, Llc San Antonio TX 07/2026 Present
Titleist Asset Management, Llc San Antonio TX 07/2026 Present
  • 02/2013 → 07/2026
    J. P. Morgan Securities Llc
    San Antonio, TX
  • 10/2024 → Present
    Zephyr Technologies
    San Antonio, TX
  • 07/2026 → Present
    Titleist Capital, Llc
    San Antonio, TX
  • 07/2026 → Present
    San Antonio, TX
Previous Registrations
  • 2013-02-26 → 2026-07-26
    San Antonio, TX
    San Antonio, TX
    San Antonio,, TX
    San Antonio, TX
    San Antonio, TX
    San Antonio, TX
    San Antonio, TX
    San Antonio, TX
    San Antonio, TX
    San Antonio,, TX
    San Antonio, TX
    San Antonio, TX
    San Antonio, TX
    San Antonio, TX
  • 2010-03-31 → 2011-03-16
    San Antonio, TX
  • 2009-10-23 → 2010-03-24
    San Antonio, TX
  • 2008-09-19 → 2009-10-23
    Banc Of America Investment Services, Inc.
    San Antonio, TX
  • 2007-11-01 → 2008-09-22
    Boerne, TX
    San Antonio, TX
    Addison, TX
    San Antonio, TX
  • 2005-10-24 → 2007-11-01
    Chase Investment Services Corp.
    San Antonio, TX
    San Antonio, TX
Other Businesses

Entity Name: Zephyr Technologies Investment related: No Address: www.withzephyr.com Nature of the other business: Technology Position/Title/Relationship: Owner/Partner Start Date: 10/28/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 "Briefly describe your duties: Business helps teams analyze their game video, software watches the video of the a game and automatically recommends the best strategy for every plan. My role is Angel investor " Titleist Asset Management, LLC San Antonio, TX Investment Adviser Investment Adviser Representative Since 07/2026 Investment Related Titleist Capital, LLC San Antonio, TX Broker Dealer Registered Representative Since 07/2026 Investment Related

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-10-21
S63 Uniform Securities Agent State Law Examination 2000-11-30
  • S66 Uniform Combined State Law Examination
    2005-10-21
  • S63 Uniform Securities Agent State Law Examination
    2000-11-30
Other Names
  • Lisa M Alvarado
  • Lisa Marie Guzman
  • Lisa M Guzman
  • Lisa Maria Alvarado
  • Lisa Marie Alvarado

View on SEC IAPD

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