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Joshua John Coughran

Titan Retirement Advisors LLC

Fulshear, TX

CRD 3241232

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Employer firm

Titan Retirement Advisors LLC CRD 166359

$531M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Periodicals / newsletters
  • Educational seminars

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

Current Employers
Titan Retirement Advisors Llc

5757 Flewellen Oaks Ln Ste 601, Fulshear, TX 77441 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2013-06-05
  • TX RA
    APPROVED
    Since 2013-06-05

Branch Locations

5757 Flewellen Oaks Ln Ste 601, Fulshear, TX 77441 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Coughran & William Properties, Inc. San Jose CA 05/2000 Present
Coughran Commercial, Inc. San Jose CA 01/2004 Present
Titan Retirement Advisors Llc Houston TX 10/2012 Present
  • 05/2000 → Present
    Coughran & William Properties, Inc.
    San Jose, CA
  • 01/2004 → Present
    Coughran Commercial, Inc.
    San Jose, CA
  • 10/2012 → Present
    Houston, TX
Previous Registrations
  • 2010-02-17 → 2011-08-02
    Coughran Capital Management, Llc
    Honolulu, HI
Other Businesses

COUGHRAN COMMERCIAL, INC., NOT AN INVESTMENT-RELATED BUSINESS,5655 SILVER CREEK VALLEY RD. #512, SAN JOSE, CA 95138, NATURE OF BUSINESS IS REAL ESTATE BROKER, TITLE BROKER SINCE OCTOBER 2004, SPEND 40 HRS/MTH, 0 HOURS DURING SECURITIES TRADING HOURSE. DUTIES ARE MANAGEMENT OF COMMERCIAL & RESIDENTIAL REAL ESTATE PROPERTY TEXAS LIFE INSURANCE AGENT; LIFE INSURANCE AGENT; INVESTMENT RELATED: NO; 5757 FLEWELLEN OAKS LN. STE 601 FULSHEAR TEXAS 77441 USA; LICENSED LIFE INSURANCE AGENT; 2020-03-25; HOURS PER MONTH DEVOTED TO BUSINESS DURING TRADING HOURS: 0;HOURS PER MONTH DEVOTED TO BUSINESS OUTSIDE TRADING HOURS: 5;PERCENTAGE OF TOTAL YEARLY COMPENSATION EXPECTED TO BE DERIVED FROM THE BUSINESS: 10;

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-08-19
S63 Uniform Securities Agent State Law Examination 1999-12-10
  • S65 Uniform Investment Adviser Law Examination
    2009-08-19
  • S63 Uniform Securities Agent State Law Examination
    1999-12-10

View on SEC IAPD

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