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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 | 2025-11-07 |
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 |
|---|---|---|---|---|
| Investment Professionals, Inc. | San Antonio | TX | 06/2011 | 12/2016 |
| Unemployed | San Antonio | TX | 01/2017 | 04/2017 |
| Advisors Asset Management, Inc | Monument | CO | 04/2017 | 04/2018 |
| Capfinancial Securities Llc | Raleigh | NC | 09/2019 | 11/2025 |
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 09/2019 | 11/2025 |
| South Texas Money Management | 700 N St Marys St Ste 100 | TX | 04/2018 | 09/2019 |
| Titleist Capital, Llc | San Antonio | TX | 11/2025 | Present |
| Titleist Asset Management, Llc | San Antonio | TX | 11/2025 | Present |
Landa Gardens Conservancy; Investment-Related: No; 233 Bushnell, San Antonio, TX; Nature Non-profit to maintain Library lands; Title Board Member; Start; 1/1/23; Hours/Month: 5; Hours during Market Hours: 3; Duties: committee work; Hemisfair Consevancy & HPRAC Investment-Related: No Address: 630 E. Nueva San Antonio, TX 78205 Nature: Non profit Position/Title: Board Member Start: 6/30/2022 Hours/Month: 3 Hours during Market Hours: 2 Duties: I will serve on the Hemisfair Conservancy Board as a Board Member Hammerhead Ventures San Antionio, TX Since 06/2020 Managing Member Investing in privately held companies Investment Related Villa Monta Vista HOA HOA Board Board Member Since 11/2024 Not Investment Related Texas Tech Graduate School Advisory Board Lubbock TX Emeritus Advise on the direction of Texas Tech Graduate School Since 04/2016 Not Investment Related Titleist Capital, LLC Broker Dealer Registered Representative Since 11/2025 Investment Related Titleist Asset Management, LLC Investment Adviser Investment Adviser Representative Since 11/2025 Investment Related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 1999-08-27 |
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