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Daniel Gray Rascoe

Ensemble Financial, Inc.

Dallas, TX

Titleist Asset Management, LLC

Miami Beach, FL

San Antonio, TX

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Current Employers
Ensemble Financial, Inc.

Dallas, TX • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-03-19
  • TX RA
    APPROVED
    Since 2026-03-19

Branch Locations

Dallas, TX • United States

Titleist Asset Management, Llc

777 E. Sonterra Blvd., Suite 330, San Antonio, TX 78258 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-11-17
  • TX RA
    APPROVED_RES
    Since 2023-11-17

Branch Locations

Miami Beach, FL • 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
Td Ameritrade Seattle WA 04/2015 10/2018
Madison Avenue Securities, Llc San Diego CA 11/2019 01/2022
Sunrise Financial Services, Llc Burien WA 11/2019 01/2022
Unemployed Seattle WA 10/2018 11/2019
Unemployed Miami Beach FL 01/2022 Present
Titleist Asset Management San Antonio TX 11/2023 Present
  • 04/2015 → 10/2018
    Td Ameritrade
    Seattle, WA
  • 11/2019 → 01/2022
    Madison Avenue Securities, Llc
    San Diego, CA
  • 11/2019 → 01/2022
    Sunrise Financial Services, Llc
    Burien, WA
  • 10/2018 → 11/2019
    Unemployed
    Seattle, WA
  • 01/2022 → Present
    Unemployed
    Miami Beach, FL
  • 11/2023 → Present
    Titleist Asset Management
    San Antonio, TX
Previous Registrations
  • 2019-11-21 → 2022-01-04
    Madison Avenue Securities, Llc
    Burien, WA
    San Diego, CA
  • 2015-05-13 → 2018-10-03
    Td Ameritrade, Inc.
    Seattle, WA
  • 2015-05-13 → 2018-10-03
    Td Ameritrade Investment Management, Llc
    Seattle, WA
  • 2008-05-30 → 2009-01-27
    Bb&T Investment Services, Inc.
    Paducah, KY
    Murray, KY
    Charlotte, NC
    Hopkinsville, KY
    Hopkinsville, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-05-12
S65 Uniform Investment Adviser Law Examination 2008-05-28
S63 Uniform Securities Agent State Law Examination 1993-12-21
  • S66 Uniform Combined State Law Examination
    2015-05-12
  • S65 Uniform Investment Adviser Law Examination
    2008-05-28
  • S63 Uniform Securities Agent State Law Examination
    1993-12-21

View on SEC IAPD

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