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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 | 2025-01-08 |
Branch Locations
2301 S Capital Of Texas Hwy. Suite J-101, Austin, TX 78746 • 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 |
|---|---|---|---|---|
| Wells Fargo Bank | Austin | TX | 08/2015 | 11/2016 |
| Wells Fargo Advisors, Llc | Austin | TX | 08/2015 | 11/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Austin | TX | 11/2016 | 06/2019 |
| Bank Of America, Na | Austin | TX | 11/2016 | 06/2019 |
| Titleist Capital, Llc | Austin | TX | 11/2022 | Present |
| Self-Employed | Austin | TX | 07/2019 | 10/2022 |
| Titleist Asset Management, Llc | Austin | TX | 01/2025 | Present |
TITLEIST CAPITAL, LLC BROKER DEALER DIRECTOR OF CLIENT SERVICES SINCE 11/2022 INVESTMENT REALTED TITLEIST ASSET MANAGEMENT, LLC INVESTMENT ADVISER INVESTMENT ADVISER REPRESENTATIVE SINCE 01/2025 INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-02-19 |
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