Maria Adriana Valencia

Current Employers

Employment History

• 08/2016 → Present
  Titleist Capital, Llc
  The Woodlands, TX
• 02/2023 → Present
  Titleist Asset Management, Llc
  The Woodlands, TX

Previous Registrations

• 2009-06-05 → 2016-08-26
  Investment Professionals, Inc.
  San Antonio, TX
  The Woodlands, TX
  The Woodlands, TX
• 2003-12-12 → 2009-06-12
  Ameriprise Financial Services, Llc
  The Woodlands, TX
  The Woodlands, TX

Other Businesses

Board Member, Executive Committee Member for LIFEGIFT, a 501(c)(3) Organ Procurement Organization serving 108 counties in Texas. Activity commenced in 2012 and the address is 2510 Westridge St. in Houston, TX 77054. Duties include roles as the Finance and Investment Committee Chair and Treasurer in monitoring budget activities, goals, etc. No compensation or signatory authority is involved in this activity. www.lifegift.org Keystone Wealth Management LLC; Investment Related; 9320 Lakeside Blvd, Bldg 2, Ste. 200, The Woodlands, TX 77381; Financial Planning & Wealth Management; Owner/Financial Advisor; Start Date: Oct. 2015; 160 hours a month devoted to Other Business Activity including time devoted during Securities Trading Hours; Banking/Checking Signatory Authority; Duties include doing business under Keystone Wealth Management LLC through Titleist Asset Management, Ltd. TITLEIST CAPITAL, LLC AUSTIN TX BROKER DEALER REGISTERED REPRESENTATIVE SINCE 08/2016 INVESTMENT RELATED TITLEIST ASSET MANAGEMENT, LLC AUSTIN TX INVESTMENT ADVISER INVESTMENT ADVISER REPRESENTATIVE SINCE 02/2023 INVESTMENT RELATED

Exams

• S66 Uniform Combined State Law Examination
  2003-12-11

Other Names

• Maria A. Valencia