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777 E. Sonterra Blvd., Suite 330, San Antonio, TX 78258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-02 |
Branch Locations
777 E. Sonterra Blvd., Suite 330, San Antonio, TX 78258 • United States
4900 Woodway Dr. Suite 600, Houston, TX 77035 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kansas State University | Manhattan | KS | 06/2014 | 12/2017 |
| Abilene Christian University | Abilene | TX | 01/2018 | 05/2019 |
| Guardian Life Insurance Company | Houston | TX | 06/2019 | Present |
| Park Avenue Securities | Houston | TX | 08/2019 | 02/2026 |
| Titleist Asset Management Llc | Houston | TX | 02/2026 | Present |
| Titleist Capital, Llc | Houston | TX | 02/2026 | Present |
| The Xpo Partners, Llc | Houston | TX | 03/2021 | Present |
THE XPO PARTNERS, LLC HOUSTON, TX ACCOUNTING & TAX MANAGING PARTNER SINCE 07/2021 NOT INVESTMENT RELATED XPO CAPITAL, LLC DBA FOR ADVISORY BUSINESS SINCE 05/2025 INVESTMENT RELATED TITLEIST CAPITAL, LLC BROKER DEALER REGISTERED REPRESENTATIVE SINCE 02/2026 INVESTMENT RELATED TITLEIST ASSET MANAGEMENT, LLC INVESTMENT ADVISER INVESTMENT ADVISER REPRESENTATIVE SINCE 02/2026 INVESTMENT RELATED GUARDIAN LIFE INSURANCE COMPANY INSURANCE LICENSED LIFE AND HEALTH
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-06 |
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