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777 E. Sonterra Blvd., Suite 330, San Antonio, TX 78258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-08-04 |
Branch Locations
Scottsdale, AZ • 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 |
|---|---|---|---|---|
| Vanguard Group Inc | Scottsdale | AZ | 07/2016 | 10/2022 |
| Securities America, Inc. | Phoenix | AZ | 10/2022 | 06/2024 |
| Pfg Advisors | Phoenix | AZ | 10/2022 | 07/2026 |
| Osaic Wealth, Inc. | Phoenix | AZ | 06/2024 | 11/2025 |
| United Planners | Scottsdale | AZ | 11/2025 | 07/2026 |
| Titleist Capital, Llc | Scottsdale | AZ | 07/2026 | Present |
| Titleist Asset Management, Llc | Scottsdale | AZ | 07/2026 | Present |
TITLEIST CAPITAL, LLC SCOTTSDALE, AZ BROKER DEALER REGISTERED REPRESENTATIVE SINCE 07/2026 INVESTMENT RELATED TITLEIST ASSET MANAGEMENT, LLC SCOTTSDALE, AZ INVESTMENT ADVISERINVESTMENT ADVISER REPRESENTATIVE SINCE 07/2026 INVESTMENT RELATED HOMEOWNERS ASSOCIATION SCOTTSDALE, AZ BOARD MEMEBER SINCE 04/2022 NOT INVESTMENT RELATED INSURANCE LICENSED LIFE AND HEALTH
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-05-04 |
| S63 | Uniform Securities Agent State Law Examination | 2016-09-27 |
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