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Advisor at TITLEIST ASSET MANAGEMENT, LLC
Dripping Springs, TX | SAN ANTONIO, 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 | Apr 17, 2023 | n/a | yes | Dripping Springs, TX|SAN ANTONIO, TX | Current employment |
| RADEMACHER FINANCIAL, INC. | Independent wealth | May 17, 2018 | Jun 30, 2021 | no | Austin, TX|LAWRENCE, KS|DRIPPING SPRINGS, TX | Previous registration |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Bd affiliated wealth | Jan 2, 2009 | Sep 10, 2021 | no | AUSTIN, TX|AUSTIN, TX|AUSTIN, TX|AUSTIN, TX|Dripping Springs, TX|DRIPPING SPRINGS, TX | Previous registration |
| RAYMOND JAMES FINANCIAL SERVICES, INC. | n/a | Aug 9, 2006 | Jan 2, 2009 | no | ST PETERSBURG, FL|DRIPPING SPRINGS, TX|LAWRENCE, KS|Dripping Springs, TX | Previous registration |
| MORGAN STANLEY DW INC. | n/a | Aug 7, 2000 | Aug 3, 2006 | no | AUSTIN, TX|AUSTIN, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | RADEMACHER FINANCIAL, INC. | Sep 10, 2021 | May 17, 2018 | -1,212 | Firm change after gap | Ibd to RIA |
| RADEMACHER FINANCIAL, INC. | TITLEIST ASSET MANAGEMENT, LLC | Jun 30, 2021 | Apr 17, 2023 | 656 | Firm change after gap | RIA to RIA |
| RAYMOND JAMES FINANCIAL SERVICES, INC. | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Jan 2, 2009 | Jan 2, 2009 | 0 | Bulk transfer | Other |
| MORGAN STANLEY DW INC. | RAYMOND JAMES FINANCIAL SERVICES, INC. | Aug 3, 2006 | Aug 9, 2006 | 6 | Firm change | Other |