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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-07-28 |
Branch Locations
One Nashville Place, 150 4Th Ave N Suite 1410, Nashville, TN 37219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Titleist Asset Management, Llc | San Antonio | TX | 12/2024 | 07/2026 |
| Gunn Acura | San Antonio | TX | 06/2021 | 08/2021 |
| Coldwell Banker | San Antonio | TX | 10/2020 | 06/2021 |
| Taca Cabana | San Antonio | TX | 04/2018 | 09/2019 |
| Keller Williams Legacy | San Antonio | TX | 09/2015 | 07/2026 |
| H.B. Brown Financial Advising, Llc | San Antonio | TX | 01/2026 | 07/2026 |
| Titleist Asset Management, Llc | San Antonio | TX | 06/2024 | 12/2024 |
| Reagan Hs | San Antonio | TX | 08/2017 | 05/2020 |
| Focus Partners Wealth, Llc | St. Louis | MO | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-06 |
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