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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 | 2026-07-10 |
| SC | RA | APPROVED | 2025-02-18 |
Branch Locations
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 |
|---|---|---|---|---|
| Merrill Lynch | Dallas | TX | 01/2019 | 05/2023 |
| Wealth Management Advisors, Llc. | Greenville | SC | 05/2024 | 01/2025 |
| Titleist Capital, Llc | San Antonio | TX | 02/2025 | Present |
| Titleist Asset Management, Llc | San Antonio | TX | 02/2025 | Present |
| Harwood Wealth Management | Greenville | SC | 06/2023 | 04/2024 |
| Merrill Lynch | Dallas | TX | 02/2016 | 01/2019 |
TITLEIST CAPITAL, LLC BROKER DEALER OPERATIONS SINCE 02/2025 INVESTMENT RELATED TITLEIST ASSET MANAGEMENT, LLC INVESTMENT ADVISER OPERATIONS SINCE 02/2025 INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-09-06 |
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