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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 | 2025-10-31 |
Branch Locations
777 E. Sonterra Blvd., Suite 330, San Antonio, TX 78258 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 03/2021 | 10/2025 |
| Wholy Created | San Antonio | TX | 07/2018 | 02/2021 |
| Gracelets | Houston | TX | 10/2018 | 06/2020 |
| Taaffe & Associates, Pc | Houston | TX | 03/2009 | 06/2018 |
| Titleist Capital, Llc | San Antonio | TX | 10/2025 | Present |
| Titleist Capital Management Llc | San Antonio | TX | 10/2025 | Present |
TITLEIST CAPITAL, LLC BROKER DEALER REGISTERED REPRESENTATIVE SINCE 10/2025 INVESTMENT RELATED TITLEIST ASSET MANAGEMENT, LLC INVESTMENT ADVISER INVESTMNET ADVISER REPRESENTATIVE SINCE 10/2025 INVESTMENT RELATED INSURANCE LICENSED LIFE AND HEALTH STAG WEALTH PARTNERS DBA FOR BROKER DEALER AND ADVISORY BUSINESS SINCE 08/2026 INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-05-01 |
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