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Current Employers
Per Stirling Capital Management, Llc

4800 Bee Caves Road, Austin, TX 78746 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2015-06-16
  • TX RA
    APPROVED
    Since 2015-06-16

Branch Locations

4900 Spicewood Springs Road Suite 300, Austin, TX 78759 • United States

4800 Bee Caves Road, Austin, TX 78746 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
University Of Texas Austin TX 06/2001 Present
Per Stirling Capital Management Austin TX 06/2015 Present
House Of The Lord Fellowship Church Round Rock TX 01/2026 Present
  • 06/2001 → Present
    University Of Texas
    Austin, TX
  • 06/2015 → Present
    Per Stirling Capital Management
    Austin, TX
  • 01/2026 → Present
    House Of The Lord Fellowship Church
    Round Rock, TX
Previous Registrations
  • 2007-06-27 → 2015-05-07
    Austin, TX
  • 2003-01-17 → 2007-02-21
    Riverstone Wealth Management, Inc.
    San Antonio, TX
    Austin, TX
    Austin, TX
    Porter, TX
Other Businesses

1. THE UNIVERSITY OF TEXAS AT AUSTIN; NON-INVESTMENT RELATED; 101 E 27TH ST AUSTIN, TX 78712; NATURE OF BUSINESS: TEACHING; POSITION: TEACHER OF THE CFP CAPSTONE CLASS; DUTIES: TEACHING STUDENTS ABOUT THE FINANCIAL PLANNING PROCESS AND HOW TO ANALYSE DATA; START DATE: JANUARY 2004; NUMBER OF HOURS: APPROXIMATELY 3-5 HOURS PER WEEK DURING TRADING HOURS AND APPROXIMATELY 3- 6 HOURS A WEEK TOTAL. 2. ALM, GLOBAL LLC; NON-INVESTMENT RELATED; 150 E. 42ND ST MEZZANINE LEVEL NEW YORK, NY 10017; NAUTRE OF BUSINESS: TEXTBOOK AUTHOR; POSITION: AUTHOR; DUTIES: UPDATE THE TOOLS AND TECHNIQUES OF INSURANCE PLANNING AND RISK MANAGEMENT 5TH EDITION; START DATE: 6/7/2022; NUMBER OF HOURS PER MONTH: 10 HOURS NOT DURING TRADING HOURS 3. HOUSE OF THE LORD FELLOWSHIP CHURCH; NON-INVESTMENT RELATED; 2201 S MAYS ST ROUND ROCK, TX, 78664; RELIGIOUS ORGANIZATION; CO-PASTOR; START DATE: 1/1/2026; NUMBER OF HOURS: 26 HOURS PER MONTH NOT DURING TRADING HOURS

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-10-02
S63 Uniform Securities Agent State Law Examination 1996-09-16
  • S65 Uniform Investment Adviser Law Examination
    2001-10-02
  • S63 Uniform Securities Agent State Law Examination
    1996-09-16
Designations

View on SEC IAPD

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