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TF

Tammy L. Freeman

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CRD#: 2955739
TF

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Tammy Lynn Freeman, who also goes by Tammy Lynn Castillo, Tammy Tucker Castillo, Tammy Lynn Tucker, was a registered financial professional .

Tammy is a previously registered financial professional and started their career in finance in 2000. Tammy had worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Tammy Lynn Castillo | Tammy Tucker Castillo | Tammy Lynn Tucker

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

November 17, 2015 - December 12, 2018

TITLEIST CAPITAL, LLC

RIA
CRD#: 126136
SAN ANTONIO, TX
Past

January 27, 2014 - December 12, 2018

TITLEIST CAPITAL, LLC

BD
CRD#: 126136
SAN ANTONIO, TX
Past

September 21, 2011 - September 21, 2012

TITLEIST CAPITAL, LLC

BD
CRD#: 126136
SAN ANTONIO, TX
Past

September 1, 2011 - September 21, 2012

TITLEIST CAPITAL, LLC

RIA
CRD#: 126136
SAN ANTONIO, TX
Past

August 12, 2010 - May 10, 2011

SWBC INVESTMENT SERVICES, LLC

BD
CRD#: 133715
SAN ANTONIO, TX
Past

March 13, 2003 - October 1, 2009

INVESTMENT PROFESSIONALS, INC.

BD
CRD#: 30184
SAN ANTONIO, TX
Past

August 10, 2001 - February 11, 2002

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
SPRINGFIELD, MA
Past

March 3, 2000 - June 30, 2000

U.S. GLOBAL BROKERAGE, INC.

BD
CRD#: 44721
SAN ANTONIO, TX

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 2/28/2011
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


TC
TITLEIST CAPITAL, LLC
BLUM AND WHITE WEALTH MANAGEMENT, LLC | VISION BASED PLANNING, LLC | TITLEIST CAPITAL, LLC | TITLEIST ASSET MANAGEMENT, LTD. | R JUDD WEALTH MANAGEMENT, LLC | PARAGON PRIVATE WEALTH GROUP LLC | MOSAIC FINANCIAL ADVISERS, LLC | KEYSTONE WEALTH MANAGEMENT, LLC | ENSEMBLE FINANCIAL, INC.

CRD#: 126136 / SEC#: 801-80959, 8-65859

BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
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Contact information


Main Address
777 E. Sonterra Boulevard Suite 330 Suite 330, San Antonio, TX 78258
Mailing Address
777 E. Sonterra Boulevard Suite 330, San Antonio, TX 78258
Phone number
(210) 826-2424
Established
Texas since 01/02/2023
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
32

FINRA licenses (16 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

TITLEIST CAPITAL, LLC WRAP BROCHURE (3/31/2023)

Direct owners and executive officers


NamePositionCRD#
FIELDS, BYRON LUCIENMANAGING MEMBER4227890
O'BANION, JOE-BENMANAGING MEMBER3030302
KING, RUSSELL CLARKMEMBER4601106
KALB, NEIL HOWARDMEMBER2883701
SADZEWICZ, GERY JOSEPHCHIEF COMPLIANCE OFFICER1090963

Disclosures


Regulatory Event2

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


TITLEIST CAPITAL, LLC

CRD#: 126136

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