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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 | 2025-10-06 |
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 |
|---|---|---|---|---|
| Student | Lubbock | TX | 08/2020 | 12/2024 |
| Fidelity Investments | Westlake | TX | 01/2025 | 09/2025 |
| Fidelity Investments | Westlake | TX | 06/2024 | 08/2024 |
| Student | New Braunfels | TX | 01/2013 | 08/2020 |
| Titleist Capital, Llc | San Antonio | TX | 10/2025 | Present |
| Titleist Asset Management, Llc | San Antonio | TX | 10/2025 | Present |
TITLEIST CAPITAL, LLC BROKER DEALER CLIENT SERVICE ASSOCIATE SINCE 10/2025 INVESTMENT RELATED TITLEIST ASSET MANAGEMENT LLC INVESTMENT ADVISER CLIENT SERVICE ASSOCIATE SINCE 10/2025 INVESTMENT RELATED INSURANCE LICENSED LIFE AND HEALTH
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-24 |
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