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Advisor at TITLEIST ASSET MANAGEMENT, LLC
SAN ANTONIO, TX | THE WOODLANDS, TX
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| TITLEIST ASSET MANAGEMENT, LLC | Independent wealth | Jun 2, 2026 | n/a | yes | SAN ANTONIO, TX|THE WOODLANDS, TX | Current employment |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | Oct 14, 2025 | Jun 4, 2026 | no | Magnolia, TX|THE WOODLANDS, TX | Previous registration |
| EQUITABLE ADVISORS, LLC | National bd RIA | Oct 1, 2020 | Apr 18, 2024 | no | The Woodlands, TX|HOUSTON, TX|HOUSTON, TX|THE WOODLANDS, TX|HOUSTON, TX|HOUSTON, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES, LLC | TITLEIST ASSET MANAGEMENT, LLC | Jun 4, 2026 | Jun 2, 2026 | -2 | Firm change | Ibd to RIA |
| EQUITABLE ADVISORS, LLC | AMERIPRISE FINANCIAL SERVICES, LLC | Apr 18, 2024 | Oct 14, 2025 | 544 | Firm change after gap | Ibd to ibd |