Trenton Leffingwell is a registered investment advisor, based in San Antonio, TX, with 4 years of industry experience.
Location
777 E. Sonterra Blvd., Suite 330, San Antonio, TX, 78258
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Titleist Capital, LLC
May 2024 - Present · 2 yrs
Titleist Asset Management, LLC
May 2024 - Present · 2 yrs
Titleist Capital, LLCBroker
May 2024 - Present · 2 yrs
Previous Registrations
Cetera Investment Advisers LLC
August 2023 - June 2024 · 10 mos
Cetera Advisor Networks LLCBroker
August 2023 - June 2024 · 10 mos
Securian Financial Services, INC.
April 2022 - August 2023 · 1 yr 4 mos
Securian Financial Services, INC.Broker
February 2022 - August 2023 · 1 yr 6 mos
State Registrations1 state
TX
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.