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4800 Bee Caves Road, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2013-10-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Per Stirling Capital Management | Austin | TX | 09/2011 | 01/2017 |
| Per Stirling Capital Management | Austin | TX | 01/2017 | 10/2020 |
| Per Stirling Capital Management, Llc | Austin | TX | 11/2020 | 06/2021 |
| Per Stirling Capital Management, Llc | Austin | TX | 06/2021 | Present |
1) Sheffield Bookkeeping, LLC; Non-investment related; Address: 1501 Thompson Ranch Rd, Wimberley, TX, 78676; Nature: Bookkeeping Services; Position: Co-Owner; Start Date: 08/2016; Number of Hours: Approximately 1 hours/month during non-trading hours; Description: various bookkeeping and administrative tasks. 2) Garner Heating and Air Conditioning, Inc.; Non-Investment Related; Address: 731 Roland Lane, Kyle, TX, 78640; Nature: HVAC installation, service and repair; Position: Co-Owner, Vice President and Secretary; Start Date: 1/29/2025; Number of Hours: Approximately 4 hours/month during non-trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-10-07 |
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