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RIA / WealthAdvisor10 years in industry

William David Alford

Advisor at TITLEIST ASSET MANAGEMENT, LLC

SAN ANTONIO, TX

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:01 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 2
On other graphs: 0
Observed: Apr 27, 2017 to Sep 14, 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: Dec 1, 2015earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Apr 11, 2017
First registration: Apr 27, 2017
Dual registered: no
Other names: Bill Alford|WILLIAM DAVID ALFORD|WILLIAM DAVID ALFORD
IAPD individual key: 5116565

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	May 7, 2026	n/a	yes	SAN ANTONIO, TX\|SAN ANTONIO, TX	Current employment
WORLD INVESTMENT ADVISORS, LLC	Other adviser	Aug 25, 2023	May 4, 2026	no	Garden Ridge, TX\|Garden Ridge, TX	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Apr 8, 2022	Aug 9, 2023	no	SAN ANTONIO, TX	Previous registration
ALLIANCEBERNSTEIN L.P.	Other adviser	Mar 2, 2020	Apr 9, 2021	no	San Antonio, TX\|NASHVILLE, TN	Previous registration
USAA INVESTMENT SERVICES COMPANY	No RAUM reported	Jan 8, 2018	Jul 8, 2019	no	SAN ANTONIO, TX	Previous registration
USAA FINANCIAL PLANNING SERVICES	Former SEC adviser	Sep 29, 2017	Jan 8, 2018	no	SAN ANTONIO, TX	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	Apr 27, 2017	Aug 9, 2017	no	SAN ANTONIO, TX\|San Antonio, TX	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
WORLD INVESTMENT ADVISORS, LLC	TITLEIST ASSET MANAGEMENT, LLC	May 4, 2026	May 7, 2026	3	Firm change	Other
FIDELITY PERSONAL AND WORKPLACE ADVISORS	WORLD INVESTMENT ADVISORS, LLC	Aug 9, 2023	Aug 25, 2023	16	Firm change	Other
ALLIANCEBERNSTEIN L.P.	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Apr 9, 2021	Apr 8, 2022	364	Firm change	Other
USAA INVESTMENT SERVICES COMPANY	ALLIANCEBERNSTEIN L.P.	Jul 8, 2019	Mar 2, 2020	238	Firm change	Other
USAA FINANCIAL PLANNING SERVICES	USAA INVESTMENT SERVICES COMPANY	Jan 8, 2018	Jan 8, 2018	0	Bulk transfer	Other
J.P. MORGAN SECURITIES LLC	USAA FINANCIAL PLANNING SERVICES	Aug 9, 2017	Sep 29, 2017	51	Firm change	Other

Relationships

Registered with (7)

→ TITLEIST ASSET MANAGEMENT, LLCRegistered adviserregistration: current employment
May 7, 2026 to presentfactForm ADV
→ WORLD INVESTMENT ADVISORS, LLCRegistered adviserregistration: previous registration
Aug 25, 2023 to May 4, 2026factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Apr 8, 2022 to Aug 9, 2023factForm ADV
→ ALLIANCEBERNSTEIN L.P.Registered adviserregistration: previous registration
Mar 2, 2020 to Apr 9, 2021factForm ADV
→ USAA INVESTMENT SERVICES COMPANYRegistered adviserregistration: previous registration
Jan 8, 2018 to Jul 8, 2019factForm ADV
→ USAA FINANCIAL PLANNING SERVICESRegistered adviserregistration: previous registration
Sep 29, 2017 to Jan 8, 2018factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Apr 27, 2017 to Aug 9, 2017factForm ADV

Dated events

Occurred
May 4, 2026
Advisor changed firm
William David Alford left World Investment Advisors, Llc for Titleist Asset Management, Llc (registered 2026-05-07)
Form ADVobserved 3 days ago
Occurred
Aug 9, 2023
Advisor changed firm
William David Alford left Fidelity Personal And Workplace Advisors for World Investment Advisors, Llc (registered 2023-08-25)
Form ADVobserved 3 days ago