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.

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 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S65

First exam

Sep 17, 2021

First registration

Oct 5, 2021

Dual registered

no

IAPD individual key

7444751

• Occurred

  Dec 2, 2024
  Advisor changed firm

  Russell Roy Franques left Level Four Advisory Services for Titleist Asset Management, Llc (registered 2024-12-02)

  Form ADVobserved 4 days ago
• Occurred

  Apr 15, 2024
  Advisor changed firm

  Russell Roy Franques left Highpoint Wealth Advisors, Llc for Level Four Advisory Services (registered 2023-11-01)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:3b08c07b-d0de-a83f-9d77-ea0151353d27

First observed

Oct 5, 2021

Last observed

Sep 15, 2026 4 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.