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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
TX RA APPROVED 2024-05-23
  • TX RA
    APPROVED
    Since 2024-05-23

Branch Locations

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

777 E. Sonterra Blvd., Suite 330, San Antonio, TX 78258 • 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
Img Financial Group San Antonio TX 02/2022 05/2024
Minnesota Life Insurance Co St Paul MN 02/2022 08/2023
Securian Financial Services Inc St Paul MN 02/2022 08/2023
Img Financial Group San Antonio TX 06/2021 02/2022
Float In New Braunfels TX 06/2017 08/2019
University Of The Incarnate Word San Antonio TX 08/2019 12/2021
Mclennan Community College Waco TX 08/2017 05/2019
New Braunfels High School New Braunfels TX 08/2013 05/2017
Securian Financial Services Inc St Paul MN 06/2021 02/2022
Cetera Advisor Networks Llc San Antonio TX 08/2023 05/2024
Cetera Investment Advisers Llc Schaumburg IL 08/2023 05/2024
Titleist Capital, Llc San Antonio TX 05/2024 Present
Titleist Asset Management, Llc San Antonio TX 05/2024 Present
  • 02/2022 → 05/2024
    Img Financial Group
    San Antonio, TX
  • 02/2022 → 08/2023
    Minnesota Life Insurance Co
    St Paul, MN
  • 02/2022 → 08/2023
    Securian Financial Services Inc
    St Paul, MN
  • 06/2021 → 02/2022
    Img Financial Group
    San Antonio, TX
  • 06/2017 → 08/2019
    Float In
    New Braunfels, TX
  • 08/2019 → 12/2021
    University Of The Incarnate Word
    San Antonio, TX
  • 08/2017 → 05/2019
    Mclennan Community College
    Waco, TX
  • 08/2013 → 05/2017
    New Braunfels High School
    New Braunfels, TX
  • 06/2021 → 02/2022
    Securian Financial Services Inc
    St Paul, MN
  • 08/2023 → 05/2024
    Cetera Advisor Networks Llc
    San Antonio, TX
  • 08/2023 → 05/2024
    Schaumburg, IL
  • 05/2024 → Present
    Titleist Capital, Llc
    San Antonio, TX
  • 05/2024 → Present
    San Antonio, TX
Previous Registrations
  • 2023-08-10 → 2024-06-05
    San Antonio, TX
  • 2022-04-05 → 2023-08-10
    Securian Financial Services, Inc.
    San Antonio, TX
    St. Paul, MN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-03-07
  • S66 Uniform Combined State Law Examination
    2022-03-07
Other Names
  • Trent Leffingwell

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