Best Investors
Account
Sign in
Best Investors
Account
Sign in
777 E. Sonterra Blvd., Suite 330, San Antonio, TX 78258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-12 |
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 |
|---|---|---|---|---|
| Self Employed | San Antonio | TX | 09/2012 | 08/2021 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 08/2021 | 12/2022 |
| Northwestern Mutual Investment Services Llc | San Antonio | TX | 11/2021 | 12/2022 |
| Securian Financial Services | Saint Paul | MN | 01/2023 | 08/2023 |
| Minnesota Life Insurance Company | Saint Paul | MN | 01/2023 | 08/2023 |
| Img Financial Group | San Antonio | TX | 01/2023 | 10/2024 |
| Cetera Advisor Networks Llc | San Antonio | TX | 08/2023 | 10/2024 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | 10/2024 |
| Secure Financial Management | San Antonio | TX | 10/2024 | 08/2026 |
| Titleist Capital | San Antonio | TX | 08/2026 | Present |
| Titleist Asset Management, Llc | San Antonio | TX | 08/2026 | Present |
Titleist Capital San Antonio Broker Dealer Registered Representative Since 08/2026 Investment Related Titleist Asset Management, LLC San Antonio Investment Adviser Investment Adviser Representative Since 08/2026 Investment Related Insurance Licensed Life and Health
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-11 |
| S63 | Uniform Securities Agent State Law Examination | 2022-02-13 |
Reach out to this advisor