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Russell Roy Franques

Titleist Asset Management, LLC

Corus Christi, TX

San Antonio, TX

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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 2024-12-02
  • TX RA
    APPROVED
    Since 2024-12-02

Branch Locations

5418 Wooldridge Rd, Corus Christi, TX 78413 • 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
Highpoint Wealth Advisors, Llc Corpus Christi TX 10/2021 Present
Texas A&M University - Corpus Christi Corpus Christi TX 08/2016 09/2021
Dakota Sciences, Llc Sioux Falls SD 04/2005 09/2016
Level Four Advisory Services, Llc Dallas TX 11/2023 11/2024
Titleist Asset Management, Llc San Antonio TX 12/2024 Present
  • 10/2021 → Present
    Highpoint Wealth Advisors, Llc
    Corpus Christi, TX
  • 08/2016 → 09/2021
    Texas A&M University - Corpus Christi
    Corpus Christi, TX
  • 04/2005 → 09/2016
    Dakota Sciences, Llc
    Sioux Falls, SD
  • 11/2023 → 11/2024
    Level Four Advisory Services, Llc
    Dallas, TX
  • 12/2024 → Present
    Titleist Asset Management, Llc
    San Antonio, TX
Previous Registrations
  • 2023-11-01 → 2024-12-02
    Level Four Advisory Services
    Corpus Christi, TX
    Corpus Christi, TX
    Dallas, TX
  • 2021-10-05 → 2024-04-15
    Highpoint Wealth Advisors, Llc
    Corpus Christi, TX
Other Businesses

HIGHTPOINT WEALTH ADVISORS, LLC CORPUS CHRISTI, TX PARTNER DBA FOR ADVISORY BUSINESS SINCE 10/2021

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-09-17
  • S65 Uniform Investment Adviser Law Examination
    2021-09-17

View on SEC IAPD

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Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Corpus Christi, TX
AMERIPRISE FINANCIAL SERVICES, LLC · Corpus Christi, TX
GWN SECURITIES INC. · CORPUS CHRISTI, TX
FIRST COMMAND ADVISORY SERVICES · Corpus Christi, TX
OSAIC WEALTH, INC. · CORPUS CHRISTI, TX
DAVIDSON CAPITAL MANAGEMENT, INC · CORPUS CHRISTI, TX
SIMPLICITY WEALTH · Corpus Christi, TX
STATE FARM INVESTMENT MANAGEMENT CORP. · Corp Christ, TX

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