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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 | 2026-02-02 |
Branch Locations
4900 Woodway Dr Suite 600, Houston, TX 77056 • United States
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 |
|---|---|---|---|---|
| Waddell & Reed, Inc | Billings | MT | 11/2011 | 09/2017 |
| Various Insurance Carriers For W&R Insurance Agencies | Billings | MT | 12/2011 | 09/2017 |
| Park Avenue Securities, Llc | Houston | TX | 04/2018 | 02/2026 |
| Unemployed | Billings | MT | 10/2017 | 02/2018 |
| Titleist Capital, Llc | Houston | TX | 02/2026 | Present |
| Titleist Asset Management Llc | Houston | TX | 02/2026 | Present |
| The Xpo Partners, Llc | Houston | TX | 07/2021 | Present |
THE XPO PARTNERS, LLC HOUSTON, TX ACCOUNTING & tAX MANAGING PARTNER SINCE 07/2021 NOT INVESTMENT RELATED XPO CAPITAL, LLC DBA FOR ADVISORY BUSINESS SINCE 05/2025 INVESTMENT REALTED TITLEIST CAPITAL BROKER DEALER REGISTERED REPRESENTATIVE SINCE 02/2026 INVESTMENT RELATED TITLEIST ASSET MANAGEMENT LLC INVESTMENT ADVISER INVESTMENT ADVISER REPRESENTATIVE SINCE 02/2026 INVESTMENT RELATED INSURANCE LICENSED LIFE AND HEALTH
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-06-04 |
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