Best Investors
Account
Sign in
Best Investors
Account
Sign in
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
711 W. Bay Area Blvd. Suite 140, Webster, TX 77598 • United States
777 E. Sonterra Blvd., Suite 330, San Antonio, TX 78258 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investment Professionals, Inc. | League City | TX | 09/2009 | 07/2017 |
| Titleist Capital, Llc | Webster | TX | 07/2017 | Present |
| Titleist Asset Management, Llc | Webster | 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 | 2003-11-20 |
Reach out to this advisor