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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 | 2026-07-31 |
Branch Locations
777 E. Sonterra Blvd., Suite 330, San Antonio, TX 78258 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-10-21 |
| S63 | Uniform Securities Agent State Law Examination | 2000-11-30 |
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