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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 | 2025-08-20 |
Branch Locations
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 |
|---|---|---|---|---|
| Broadway Wealth Solutions | San Antonio | TX | 10/2022 | 08/2025 |
| Principal Financial Group | San Antonio | TX | 06/2022 | 09/2022 |
| Usaa | San Antonio | TX | 05/2020 | 06/2022 |
| Alliance Bernstein | San Antonio | TX | 03/2020 | 04/2020 |
| Frost Bank | San Antonio | TX | 06/2019 | 12/2019 |
| University Of Texas At San Antonio | San Antonio | TX | 01/2017 | 06/2019 |
| Northwest Vista College | San Antonio | TX | 06/2015 | 12/2016 |
| N/A | San Antonio | TX | 01/2020 | 03/2020 |
| Titleist Asset Management, Llc | San Antonio | TX | 08/2025 | Present |
| Titleist Capital Llc | San Antonio | TX | 04/2026 | Present |
Real Estate - Rental Owner of Rental Homes Since 12/2021 Not Investment Related 3 hours per month Titleist Asset Management, LLC Investment Adviser Senior Client Service Associate Since 08/2025 Investment Related Titleist Capital LLC Broker Dealer Senior Client Service Associate Since 04/2026 Investment Related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-09 |
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