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Dallas, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-02-23 |
| TX | RA | APPROVED | 2026-02-23 |
Branch Locations
777 E. Sonterra Blvd., Suite 330, San Antonio, TX 78258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-08 |
Branch Locations
5301 Alpha Rd 80-219, Dallas, TX 75240 • United States
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 |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Westlake | TX | 10/2019 | 08/2022 |
| Medimpact | San Diego | CA | 06/2015 | 06/2017 |
| F45 Training | Fairview | TX | 06/2017 | 10/2019 |
| Aw Securities | Folsom | CA | 09/2022 | 02/2026 |
| Allworth Financial, L.P. | Folsom | CA | 09/2022 | 02/2026 |
| Titleist Capital, Llc | San Antonio | TX | 02/2026 | Present |
| Titleist Asset Management Llc | San Antonio | TX | 02/2026 | Present |
| Ensemble Financial, Inc. | Dallas | TX | 02/2026 | Present |
Ensemble Financial Dallas, TX Investment Adviser Investment Adviser Representative Since 02/2026 Investment Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-31 |
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