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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
777 E. Sonterra Blvd., Suite 330, San Antonio, TX 78258 • United States
711 W. Bay Area Blvd. Suite 410, Webster, TX 77598 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investment Professionals, Inc. | Leauge City | TX | 09/2009 | 07/2017 |
| Titleist Capital, Llc | Webster | TX | 07/2017 | Present |
| Titleist Asset Management, Llc | San Antonio | TX | 04/2023 | Present |
Blum and White Wealth Management, LLC. - Operate doing business as Blum and White Wealth Management. All Securities and Advisory Services are offered through Titleist Asset Management, Ltd., Member FINRA and SIPC. Titleisit Capital, LLC Broker Dealer Registered Representative Since 07/2017 Investment Related Titleist Asset Management, LLC Investment Adviser Investment Adviser Representative Since 04/2023 Investment Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-10-20 |
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