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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 2023-03-24
  • TX RA
    APPROVED
    Since 2023-03-24

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
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
  • 01/2003 → Present
    Titleist Asset Management, Ltd
    San Antonio, TX
  • 01/2003 → Present
    Titleist Capital, Llc
    San Antonio, TX
  • 03/2022 → Present
    San Antonio, TX
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-06-20
S63 Uniform Securities Agent State Law Examination 1998-06-12
  • S66 Uniform Combined State Law Examination
    2003-06-20
  • S63 Uniform Securities Agent State Law Examination
    1998-06-12
Other Names
  • Joeben O'BAnion
  • Joe O'BAnion

View on SEC IAPD

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