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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 | 2025-09-12 |
Branch Locations
777 E. Sonterra Blvd., Suite 330, San Antonio, TX 78258 • United States
8111 Ashlane Way #219, The Woodlands, TX 77382 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mchenry Capital, Llc | Austin | TX | 09/2016 | 07/2020 |
| Pennyshield Financial, Llc | Athens | TX | 09/2015 | 02/2024 |
| Texas A&M University | College Station | TX | 09/2015 | 09/2023 |
| Illumination Wealth Management | Kilgore | TX | 02/2024 | 06/2025 |
| Titleist Asset Management, Llc | The Woodland | TX | 06/2025 | Present |
1.) Prewitt Management; 11/2023; MAGNOLIA, TEXAS; VICE PRESIDENT/DIRECTOR/CHAIRMAN OF THE BOARD; G.P. of a FAMILY LIMITED PARTNERSHIP, WAP, INC.; 0.5 HOURS PER MONTH; 0 HOURS DURING TRADING HOURS 2.) VISION BASED PLANNING LLC, DBA FOR ADVISORY SERVICES, ASSOCIATE ADVISOR, SINCE 06/2025, INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-10-31 |
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