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777 E. Sonterra Blvd., Suite 330, San Antonio, TX 78258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-10-28 |
Branch Locations
315 Montgomery Street Suite 900, San Francisco, CA 94104 • 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 |
|---|---|---|---|---|
| Osaic Fa | San Francisco | CA | 05/2015 | 10/2024 |
| Titleist Asset Management, Llc | San Antonio | TX | 10/2024 | Present |
| Titleist Capital, Llc | San Antonio | TX | 10/2024 | Present |
TITLEIST CAPITAL BROKER DEALER REGISTERED REPRESENTATIVE SINCE 10/2024 INVESTMENT RELATED TITLEIST ASSET MANAGEMENT, LLC INVESTMENT ADVISER INVESTMENT ADVISER REPRESENTATIVE SINCE 10/2024 INVESTMENT RELATED BRIAN D STEVENS FOUNDATION BOARD MEMBER SINCE 06/2024 NOT INVESTMENT RELATED INSURANCE LICENSED LIFE AND HEALTH
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-06-20 |
| S66 | Uniform Combined State Law Examination | 2007-08-27 |
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