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777 E. Sonterra Blvd., Suite 330, San Antonio, TX 78258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-06-21 |
| TX | RA | APPROVED | 2023-05-16 |
Branch Locations
5301 Alpha Rd #80-219, Dallas, TX 75240 • United States
777 E. Sonterra Blvd., Suite 330, San Antonio, TX 78258 • United States
Dallas, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-18 |
| TX | RA | APPROVED | 2011-01-06 |
Branch Locations
2 disclosure categories 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 |
|---|---|---|---|---|
| Ensemble Financial, Inc | Dallas | TX | 10/2010 | Present |
| Dbk Health, Inc. | Ridgewood | NJ | 03/2014 | Present |
| Titleist Capital, Llc | San Antonio | TX | 04/2018 | Present |
| Titleist Asset Management, Llc | San Antionio | TX | 04/2023 | Present |
(1) Independent Insurance Agent - Investment Related. 460 Park Avenue Suite 2100, New York, NY 10005. Spend approximately 1 hour per month, 1 hour per month during securities trading hours. (2) Yacht Captain - Non-Investment Related. I receive compensation to captain various boats passenger boats from time to time. 71 Audrey Frapp Dr., Jersey City, NJ 07305. Spend approximately 2 hours per month, 0 hours per month during securities trading hours. (3) Ensemble Financial, Inc. - Investment Related. Offer Advisory Services through Titleist Asset Management, Ltd. 460 Park Avenue Suite 2100, New York, NY 10005. Spend approximately 16 hours per month, 16 hours per month during securities trading hours. (4) DBK Health, Inc., President/Owner - Non-Investment Related. Provide medical business practice consulting to medical professionals. North Maple Avenue, Ridgewood, NJ 07450. Spend approximately 10 hours per month, 0 during securities trading hours. (5) Titleist Asset Management; investment related: Yes; Dallas TX; Description of the business: Investment Advisor Rep and Registered Rep of Titleist Capital a Dually registered RIA and B/D; Position Title: Director; Responsibilities Duties: money management, financial planning, insurance sales. ; Start date with business: 2018-01-01; Hours devoted to business during trading hours: 40; Hours devoted to business outside trading hours: 5; Percentage of total yearly compensation expected to be derived from the business: 99.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-12-05 |
| S66 | Uniform Combined State Law Examination | 2001-08-23 |
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