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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 | 2025-09-16 |
Branch Locations
8111 Ashlane Way #219, The Woodlands, TX 77382 • 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 |
|---|---|---|---|---|
| Titleist Asset Management, Llc | The Woodlands | TX | 06/2025 | Present |
| University Of Houston Athletic Department | Houston | TX | 01/2024 | 05/2025 |
| Badlands Big Sticks | Dickinson | ND | 05/2024 | 08/2024 |
| Sun City Texas | Georgetwon | TX | 06/2023 | 08/2023 |
| Texas Outdoor Power Equipment | Georgetown | TX | 05/2020 | 08/2022 |
| Student | Georgetown | TX | 08/2015 | 05/2025 |
VISION BASED PLANNING LLC, DBA FOR ADVISORY SERVICES, ASSOCIATE ADVISOR, SINCE 06/2025, INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-01 |
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