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Stefan Michael Haberer

Seabird Investment Partners

San Diego, CA

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Current Employers
Seabird Investment Partners

9191 Towne Centre Drive Suite 575, San Diego, CA 92122 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-01-31
CA RA APPROVED 2020-07-16
  • TX RA
    APPROVED_RES
    Since 2023-01-31
  • CA RA
    APPROVED
    Since 2020-07-16

Branch Locations

9191 Towne Centre Drive Suite 575, San Diego, CA 92122 • 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
Petrus Asset Management Plano TX 06/2011 06/2020
Seabird Financial Corporation San Diego CA 07/2020 Present
  • 06/2011 → 06/2020
    Petrus Asset Management
    Plano, TX
  • 07/2020 → Present
    Seabird Financial Corporation
    San Diego, CA
Previous Registrations
  • 2004-04-19 → 2011-06-29
    Gulfstream Capital Management,Llc
    Summit, NJ
    St. Petersburg, FL
  • 2004-02-27 → 2004-03-17
    Rbc Capital Markets, Llc
    St. Petersburg, FL
  • 1997-01-02 → 2004-02-27
    William R. Hough & Co.
    St. Petersburg, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-07-16
S66 Uniform Combined State Law Examination 2001-07-07
S63 Uniform Securities Agent State Law Examination 1998-01-14
  • S65 Uniform Investment Adviser Law Examination
    2020-07-16
  • S66 Uniform Combined State Law Examination
    2001-07-07
  • S63 Uniform Securities Agent State Law Examination
    1998-01-14

View on SEC IAPD

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Other Offices

CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
RBC CAPITAL MARKETS, LLC · SAN DIEGO, CA
CETERA INVESTMENT MANAGEMENT LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA

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