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Trenton Leffingwell
TITLEIST ASSET MANAGEMENT
San Antonio, TX 78258
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CRD#: 7391849
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Professional summary
Trenton Leffingwell, who also goes by Trent Leffingwell, is a registered financial advisor currently at TITLEIST ASSET MANAGEMENT, LLC located in San Antonio, Texas and TITLEIST CAPITAL, LLC located in San Antonio, Texas.
Trenton is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Trenton has worked at 5 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Trent Leffingwell
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.
IMG FINANCIAL GROUP INC POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 02/10/2022 ADDRESS: 4550 Post Oak Place, Suite 125, Houston TX 77027, United States DESCRIPTION: Fixed Insurance IMG MEDICAL GROUP POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 02/10/2022 ADDRESS: 4550 Post Oak Place, Suite 125, Houston TX 77027, United States DESCRIPTION: IMG Medical Group is a DBA for marketing purposes only to attract and prospect medical doctors and personal clients
CRS (Client Relationship Summary) - RIA
Click below to view Trenton Leffingwell's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
May 23, 2024 - Present
TITLEIST ASSET MANAGEMENT, LLC
Office #1: 777 E. Sonterra Blvd. Suite 330, San Antonio, TX 78258RIA
CRD#: 323567
San Antonio, TX
Current
May 23, 2024 - Present
TITLEIST CAPITAL, LLC
Office #1: 777 E. Sonterra Boulevard Suite 330, San Antonio, TX 78258BD
CRD#: 126136
SAN ANTONIO, TX
Past
August 10, 2023 - June 5, 2024
CETERA INVESTMENT ADVISERS LLC
RIA
CRD#: 105644
SAN ANTONIO, TX
Past
August 10, 2023 - June 5, 2024
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
San Antonio, TX
Past
April 5, 2022 - August 10, 2023
SECURIAN FINANCIAL SERVICES, INC.
RIA
CRD#: 15296
San Antonio, TX
Past
February 22, 2022 - August 10, 2023
SECURIAN FINANCIAL SERVICES, INC.
BD
CRD#: 15296
San Antonio, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TA
TITLEIST ASSET MANAGEMENT, LLC
BLUM AND WHITE WEALTH MANGEMENT, LLC | VISION BASED PLANNING, LLC | TITLEIST WEALTH MANAGEMENT, LLC | TITLEIST ASSET MANAGEMENT, LLC | R JUDD WEALTH MANAGEMENT, LLC | PARAGON PRIVATE WEALTH GROUP LLC | MOSAIC FINANCIAL ADVISERS, LLC | MAY CAPITAL, LLC | KEYSTONE WEALTH MANAGEMENT, LLC | HIGHPOINT WEALTH ADVISORS | ENSEMBLE FINANCIAL, INC. | CONCIERGE WEALTH | BRADY WEALTH MANAGEMENT
CRD#: 323567 / SEC#: 801-126953
RIA
Registered Investment Advisory firm - (11/25/2022 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Texas(5/23/2024)
IAR
Texas(5/23/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 2/22/2022
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
TA
TITLEIST ASSET MANAGEMENT, LLC
BLUM AND WHITE WEALTH MANGEMENT, LLC | VISION BASED PLANNING, LLC | TITLEIST WEALTH MANAGEMENT, LLC | TITLEIST ASSET MANAGEMENT, LLC | R JUDD WEALTH MANAGEMENT, LLC | PARAGON PRIVATE WEALTH GROUP LLC | MOSAIC FINANCIAL ADVISERS, LLC | MAY CAPITAL, LLC | KEYSTONE WEALTH MANAGEMENT, LLC | HIGHPOINT WEALTH ADVISORS | ENSEMBLE FINANCIAL, INC. | CONCIERGE WEALTH | BRADY WEALTH MANAGEMENT
CRD#: 323567 / SEC#: 801-126953
RIA
Registered Investment Advisory firm - (11/25/2022 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
777 E. Sonterra Blvd., Suite 330, San Antonio, TX 78258
Mailing Address
Phone number
(210) 826-2424
Established
Firm type
Fiscal year end
# of Employees
32
SEC notice filing (21 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,813 |
| AUM (Assets Under Management) | $ 2,430,293,058 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
