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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 | 2023-04-17 |
Branch Locations
Dripping Springs, TX • United States
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 |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Austin | TX | 08/2006 | 08/2021 |
| Raymond James Financial Services Advisors, Inc | Austin | TX | 01/2009 | 08/2021 |
| Exclusive Benefit Consulting, Llc | Austin | TX | 08/2006 | 05/2018 |
| Frozy'S Shaved Ice, Llc | Austin | TX | 03/2011 | Present |
| Rademacher Financial, Inc. | Dripping Springs | TX | 05/2018 | 06/2021 |
| Rademacher Financial Inc. | Dripping Springs | TX | 05/2018 | 06/2021 |
| Titleist Capital, Llc | San Antonio | TX | 09/2021 | Present |
| Titleist Asset Management, Llc | San Antonio | TX | 04/2023 | Present |
Exclusive Benefit Consulting Address: Dripping Springs, TX Nature of the Business: Support Company/DBA (Owner) Position/Title: Support Company/DBA (Owner) Investment Related:No Start Date: 08/01/2006 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: This is the LLC which I pass all expenses and taxes through Titleist Capital, LLC Broker Dealer Registered Representative Since 09/2021 Investment Related Titleist Asset Management, LLC Investment Adviser Investment Adviser Representative Since 04/2023 Investment Related Bannockburn Church 7100 Brodie LN Austin TX Finance Committee Member Not Investment Related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-06-10 |
| S63 | Uniform Securities Agent State Law Examination | 1997-06-02 |
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