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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 | 2023-03-24 |
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 |
|---|---|---|---|---|
| Titleist Asset Management, Ltd | San Antonio | TX | 01/2003 | Present |
| Titleist Capital, Llc | San Antonio | TX | 01/2003 | Present |
| Titleist Asset Management, Llc | San Antonio | TX | 03/2022 | Present |
TITLEIST ASSET MANAGEMENT, LTD SAN ANTONIO TX RIA MANAGING PARTNER SINCE 01/2003 TITLEIST CAPITAL, LLC SAN ANTONIO TX BROKER DEALER MANAGING PARTNER SINCE 01/2003 TITLEIST ASSET MANAGEMENT, LLC SAN ANTONIO TX RIA MANAGING PARTNER SINCE 03/2023
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-06-20 |
| S63 | Uniform Securities Agent State Law Examination | 1998-06-12 |
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