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NEIL HOWARD KALB
CRD#: 2883701
IA
Investment Adviser
B
Broker
TITLEIST ASSET MANAGEMENT, LLCCRD#: 323567 777 E. SONTERRA BLVD., SUITE 330
SAN ANTONIO, TX 78258
TITLEIST CAPITAL, LLCCRD#: 126136 777 E. SONTERRA BOULEVARD, SUITE 330
SAN ANTONIO, TX 78258
Registration History
199820002002200420062008201020122014201620182020202220242026IATITLEIST ASSET MANAGEMENT, LLC (CRD# 323567)2023 - Present (1 year)BTITLEIST CAPITAL, LLC (CRD# 126136)2011 - Present (13 years)BSWBC INVESTMENT SERVICES, LLC (CRD# 133715)2007 - 2011 (3 years)BUSAA INVESTMENT MANAGEMENT COMPANY (CRD# 5475)2005 - 2007 (1 year)BCITICORP INVESTMENT SERVICES (CRD# 23988)2000 - 2005 (4 years)BAMERICA FIRST ASSOCIATES CORP. (CRD# 38245)1997 - 2000 (3 years)IATITLEIST CAPITAL, LLC (CRD# 126136)2011 - 2023 (12 years)IASWBC INVESTMENT COMPANY (CRD# 140994)2008 - 2011 (3 years)IAUSAA INVESTMENT MANAGEMENT COMPANY (CRD# 5475)2006 - 2007 (<1 year)
License(s)

State Registrations

B
Texas 7/18/2011

IA
Texas 4/17/2023

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
TITLEIST ASSET MANAGEMENT, LLC (CRD#:323567)
777 E. SONTERRA BLVD., SUITE 330, SAN ANTONIO, TX 78258
Registered with this firm since 4/17/2023

B
TITLEIST CAPITAL, LLC (CRD#:126136)
777 E. SONTERRA BOULEVARD, SUITE 330, SAN ANTONIO, TX 78258
Registered with this firm since 7/18/2011

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
07/18/2011 - 08/08/2023 TITLEIST CAPITAL, LLC (CRD#:126136) SAN ANTONIO, TX
IA
03/04/2008 - 05/02/2011 SWBC INVESTMENT COMPANY (CRD#:140994) SAN ANTONIO, TX
B
07/03/2007 - 05/02/2011 SWBC INVESTMENT SERVICES, LLC (CRD#:133715) SAN ANTONIO, TX
IA
12/13/2006 - 03/06/2007 USAA INVESTMENT MANAGEMENT COMPANY (CRD#:5475) SAN ANTONIO, TX
B
04/21/2005 - 03/06/2007 USAA INVESTMENT MANAGEMENT COMPANY (CRD#:5475) SAN ANTONIO, TX
B
09/28/2000 - 04/07/2005 CITICORP INVESTMENT SERVICES (CRD#:23988) LONG ISLAND CITY, NY
B
05/02/1997 - 09/14/2000 AMERICA FIRST ASSOCIATES CORP. (CRD#:38245)
FINRA expelled the firm on 12/01/2006
STEWART MANOR, NY
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B
Broker
IA
Investment Adviser
Disclosures
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