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Roy Bryan Bly

Titleist Asset Management, LLC

San Antonio, TX

Greensboro, NC

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Current Employers
Titleist Asset Management, Llc

777 E. Sonterra Blvd., Suite 330, San Antonio, TX 78258 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2024-09-12
  • NC RA
    APPROVED
    Since 2024-09-12

Branch Locations

777 E. Sonterra Blvd., Suite 330, San Antonio, TX 78258 • United States

Greensboro, NC • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Self-Employed Independent Contractor Sandy Springs GA 01/2017 09/2021
Homrich Berg Wealth Management Atlanta GA 06/2015 01/2017
Titleist Asset Management, Llc Greensboro NC 04/2023 Present
Vision Based Planning Greensboro NC 09/2021 Present
  • 01/2017 → 09/2021
    Self-Employed Independent Contractor
    Sandy Springs, GA
  • 06/2015 → 01/2017
    Homrich Berg Wealth Management
    Atlanta, GA
  • 04/2023 → Present
    Titleist Asset Management, Llc
    Greensboro, NC
  • 09/2021 → Present
    Vision Based Planning
    Greensboro, NC
Previous Registrations
  • 2021-03-04 → 2023-08-08
    Titleist Capital, Llc
    Sandy Springs, GA
    San Antonio, TX
Other Businesses

Vision Based Planning dba for advisory business since 09/2021 investment related

Designations
Other Names
  • Bryan Bly

View on SEC IAPD

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Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN ANTONIO, TX
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN ANTONIO, TX
1900 WEALTH · SAN ANTONIO, TX
ROCKEFELLER FINANCIAL LLC · San Antonio, TX
PARK AVENUE SECURITIES LLC · SAN ANTONIO, TX
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