• Individual
  • Firm
at
in
in
When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.
MARC ALLEN YORK
MARC ALLEN YORK
CRD#: 4375793
IA
Investment Adviser
B
Broker
TITLEIST ASSET MANAGEMENT, LLCCRD#: 323567 San Antonio, TX
TITLEIST CAPITAL, LLCCRD#: 126136 777 E. SONTERRA BOULEVARD, SUITE 330
SAN ANTONIO, TX 78258
Registration History
20022004200620082010201220142016201820202022202420262 FIRMS2002 - 2015 (13 years)2 FIRMS2015 - 2024 (8 years)2 FIRMS2024 - Present (1 year)BMORGAN STANLEY DW INC. (CRD# 7556)2001 - 2002 (<1 year)
License(s)

State Registrations

B
California 3/5/2024

B
Texas 2/16/2024

B
Colorado 3/28/2024

IA
Texas 2/16/2024

B
Indiana 8/12/2024

B
Virginia 5/3/2024

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)
San Antonio, TX
Registered with this firm since 2/16/2024

B
TITLEIST CAPITAL, LLC (CRD#:126136)
777 E. SONTERRA BOULEVARD, SUITE 330, SAN ANTONIO, TX 78258
Registered with this firm since 2/16/2024

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
12/04/2015 - 03/07/2024 WELLS FARGO CLEARING SERVICES, LLC (CRD#:19616) SAN ANTONIO, TX
B
12/04/2015 - 03/07/2024 WELLS FARGO CLEARING SERVICES, LLC (CRD#:19616) SAN ANTONIO, TX
IA
04/26/2002 - 12/08/2015 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) SAN ANTONIO, TX
B
04/26/2002 - 12/08/2015 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) SAN ANTONIO, TX
B
05/23/2001 - 04/29/2002 MORGAN STANLEY DW INC. (CRD#:7556) PURCHASE, NY
For additional information about investment advisers or broker-dealers, please visit
B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.