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77 Sugar Creek Center Blvd Suite 600, Sugar Land, TX 77478 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-12-16 |
Branch Locations
77 Sugar Creek Center Blvd Suite 600, Sugar Land, TX 77478 • 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 |
|---|---|---|---|---|
| Grant Thornton Llp | Oaklahoma City | OK | 02/2015 | 09/2016 |
| Briggs & Veselka | Houston | TX | 09/2016 | 06/2017 |
| Blanchard Cpa, Pllc | Richmond | TX | 02/2017 | Present |
| Heritage Wealth Management, Inc. | Houston | TX | 06/2017 | 11/2018 |
| Blanchard Wealth Partners, Llc | Richmond | TX | 12/2018 | 12/2022 |
| Titan Cfo | Austin | TX | 10/2023 | Present |
| Titan Tax | Austin | TX | 10/2023 | Present |
| Titan Wealth Management | Austin | TX | 02/2024 | Present |
Sonny Blanchard is the Principal of Titan Tax and Titan CFO, which provides tax preparation and planning, accounting, and business consulting services. These businesses are not investment-related. He started his relationships with these companies in October 2023. His activity accounts for approximately 120 hours of his time per month (90 hours during securities trading hours). He performs tax preparation and planning, accounting, and business consulting services. Titan Wealth Management; Investment-Related; Austin, TX; Investment Adviser; Investment Adviser Representative; 02/2024; Approx. 40 hours/month; Approx. 40 hours/month during trading hours; Provide investment advice and/or financial planning.
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