James John Titak

Employer firm

Thurston Springer Advisors CRD 299201

$3.68B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/1992 → Present
  Thurston, Springer, Miller, Herd & Titak, Inc.
  Indianapolis, IN
• 04/2022 → Present
  T.S. Phillips Investments Inc.
  Oklahoma City, OK

Other Businesses

ROBOVISE, LLC,9000 KEYSTONE CROSSING, INDIANAPOLIS, IN 46240, DBA ROBO,INVESTMENT-RELATED - ONLINE FINANCIAL ADVISORY, CONSULTANT, APPROXIMATELY 10 HOURS PER MONTH DURING BUSINESS HOURS, PERHAPS OCCASIONAL HOURS OUTSIDE OF BUSINESS HOURS. 4/1/2017. TSMHTA, LLC, 9000 KEYSTONE CROSSING, INDIANAPOLIS, IN 46240. AIRCRAFT OWNERSHIP, MANAGER, FIVE HOURS PER MONTH, TWO HOURS DURING BUSINESS HOURS. 5/30/2018. THURSTON SPRINGER INSURANCE, LLC. 9000 KEYSTONE CROSSING, INDIANAPOLIS, IN 46240. PROPERTY AND CASUALTY INSURANCE, Chairman, FIVE HOURS PER MONTH. FIVE HOURS DURING BUSINESS HOURS. ACTIVE PARTICIPATION AS SOLE OWNER BEGAN 6/1/2018. Thurston Springer Advisors, Registered Investment Advisor, Chairman, no active participation during market hours, 1/31/2019. Thurston Springer Financial, President and CEO, 40 hours, per week, all during market hours. Financial Services Holdings LLC, Indianapolis, IN, Chairman, Holding company for Thurston Springer and related entities, no participation during market hours, 1 hour, per month. MyClient, LLC, Indianapolis, IN., Chairman, Technology company. No participation during market hours, 5 hours, per month.

Exams

• S63 Uniform Securities Agent State Law Examination
  1981-10-16