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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 | 2026-06-02 |
Branch Locations
777 E. Sonterra Blvd., Suite 330, San Antonio, TX 78258 • United States
8111 Ashlane Way Suite 219, The Woodlands, TX 77382 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Titleist Asset Management, Llc | The Woodlands | TX | 06/2026 | Present |
| Titleist Capital Llc | The Woodlands | TX | 06/2026 | Present |
| Axa Advisors, Llc | New York | NY | 03/2016 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 03/2016 | 04/2024 |
| Ameriprise Financial Services Llc | The Woodlands | TX | 10/2025 | 06/2026 |
| Oakmont Group | Houston | TX | 04/2024 | 07/2025 |
Business Ownership; Justin Wagner Inc; Owner; Consulting; 3114 Rising Fir Ln, , Conroe, TX, 77385; Not Investment-Related; 10/07/2025; 1 to 9 hours per month; 0 during trading hours. Vision Based Planning The Woodlands, TX dba for Advisory Business and Broker Dealer Busines Since 06/2026 Investment Related Titleist Asset Management, LLC Investment Adviser Associate Advisor Since 06/2026 Investment Related Titleist Capital LLC Broker Dealer Registered Representaitve Since 06/2026 Investment Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 2016-06-30 |
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