DFX Intelligence

Data Factory

RIA / WealthAdvisordual registered (broker-dealer)19 years in industry

CHRISTIAN ANDREW AMSBERRY

Advisor at TITLEIST ASSET MANAGEMENT, LLC

San Francisco, CA | SAN ANTONIO, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:049106fd-9f83-91da-7547-c5926455b3a1

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:54 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Aug 28, 2007 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: TITLEIST ASSET MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 27, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S66|S63
First exam: Aug 27, 2007
First registration: Aug 28, 2007
Dual registered: yes, broker-dealer
Other names: CHRISTIAN ANDREW AMSBERRY|CHRISTIAN ANDREW AMSBERRY|CHRISTIAN A AMSBERRY|CHRIS AMSBERRY|CHRIS AMSBERRY
IAPD individual key: 5350623

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
TITLEIST ASSET MANAGEMENT, LLC	Independent wealth	Oct 28, 2024	n/a	yes	San Francisco, CA\|SAN ANTONIO, TX	Current employment
OSAIC FA, INC.	Former SEC adviser	Jun 24, 2015	Oct 29, 2024	no	SAN FRANCISCO, CA\|WALNUT CREEK, CA\|SAN FRANCISCO, CA	Previous registration
BELLWETHER CAPITAL MANAGEMENT LLC	State registered	Feb 7, 2012	May 29, 2015	no	FAIR OAKS, CA	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jun 12, 2009	Feb 6, 2012	no	WALNUT CREEK, CA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Aug 28, 2008	Jun 16, 2009	no	WALNUT CREEK, CA	Previous registration
WELLS FARGO INVESTMENTS, LLC	n/a	Aug 28, 2007	Jun 19, 2008	no	ORINDA, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
OSAIC FA, INC.	TITLEIST ASSET MANAGEMENT, LLC	Oct 29, 2024	Oct 28, 2024	-1	Firm change	Ibd to RIA
BELLWETHER CAPITAL MANAGEMENT LLC	OSAIC FA, INC.	May 29, 2015	Jun 24, 2015	26	Firm change	Other
WELLS FARGO ADVISORS	BELLWETHER CAPITAL MANAGEMENT LLC	Feb 6, 2012	Feb 7, 2012	1	Firm change	Wirehouse to state RIA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	WELLS FARGO ADVISORS	Jun 16, 2009	Jun 12, 2009	-4	Firm change	Wirehouse to wirehouse
WELLS FARGO INVESTMENTS, LLC	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Jun 19, 2008	Aug 28, 2008	70	Firm change	Other

Relationships

Registered with (6)

→ TITLEIST ASSET MANAGEMENT, LLCRegistered adviserregistration: current employment
Oct 28, 2024 to presentfactForm ADV
→ OSAIC FA, INC.Registered adviserregistration: previous registration
Jun 24, 2015 to Oct 29, 2024factForm ADV
→ BELLWETHER CAPITAL MANAGEMENT LLCRegistered adviserregistration: previous registration
Feb 7, 2012 to May 29, 2015factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jun 12, 2009 to Feb 6, 2012factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Aug 28, 2008 to Jun 16, 2009factForm ADV
→ WELLS FARGO INVESTMENTS, LLCRegistered adviserregistration: previous registration
Aug 28, 2007 to Jun 19, 2008factForm ADV

Dated events

Occurred
Oct 29, 2024
Advisor changed firm
Christian Andrew Amsberry left Osaic Fa, Inc. for Titleist Asset Management, Llc (registered 2024-10-28)
Form ADVobserved 6 days ago