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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 | 2023-04-18 |
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 |
|---|---|---|---|---|
| Mml Investors Services | San Antonio | TX | 06/2017 | 03/2020 |
| Joe W. Fly Company | Dallas | TX | 07/2008 | 05/2017 |
| Titleist Capital, Llc | San Antonio | TX | 03/2020 | Present |
| Titleist Asset Management, Llc | San Antonio | TX | 04/2023 | Present |
1. Name: Vista Entera Consulting, LLC Inv Rel: Y add: PO Box 90871 San Antonio TX 78209 Nature: provide consulting services Position: Owner Start Date: 5/1/2019 No Hrs/Mo: 20 No Hrs/Mo dur trading: 0 (3) Name: Davidson Camp Insurance Brokers Inv San Antonio, TX Nature: Health Ins Referrals Related: Y Hours/Mth: 1 Trading Hrs: 0 2. Fair To Midland, LLC Restaurant Passive Investor Since 01/01/2020 Not Investment Related 3. AMP Fund II LLP Oil & Gas Passive Investor Since 01/01/2016 Not Investment Related 4. HCBC, II Restaurant Passive Invesor Since 01/01/2008 Not Investment Related Titleist Capital Broker Dealer Registered Representative Since 03/2020 Investment Related Titleist Asset Management, LLC Investment Adviser Investment Adviser Representative Since 04/2023 Investment Related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 2017-03-09 |
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