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Advisor at TITLEIST ASSET MANAGEMENT, LLC
WITCHITA FALLS, TX | SAN ANTONIO, TX | Colleyville, 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 | Oct 27, 2025 | n/a | yes | WITCHITA FALLS, TX|SAN ANTONIO, TX|Colleyville, TX | Current employment |
| PROSPERA FINANCIAL SERVICES, INC. | Bd affiliated wealth | Jun 12, 2020 | Oct 23, 2025 | no | DALLAS, TX|Wichita Falls, TX | Previous registration |
| EDWARD JONES | National bd RIA | Feb 20, 2007 | Jun 17, 2020 | no | WICHITA FALLS, TX|HENRIETTA, TX|WICHITA FALLS, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PROSPERA FINANCIAL SERVICES, INC. | TITLEIST ASSET MANAGEMENT, LLC | Oct 23, 2025 | Oct 27, 2025 | 4 | Firm change | Ibd to RIA |
| EDWARD JONES | PROSPERA FINANCIAL SERVICES, INC. | Jun 17, 2020 | Jun 12, 2020 | -5 | Firm change | Ibd to RIA |