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4800 Bee Caves Road, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-01-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Couch Hallum Financial Group, Llc | Austin | TX | 01/2015 | 12/2016 |
| Securities America, Inc | Austin | TX | 01/2015 | 12/2016 |
| Spicewood Oaks Advisors, Inc | Austin | TX | 01/2015 | 03/2017 |
| Per Stirling Capital Management, Llc | Austin | TX | 01/2017 | 01/2022 |
| Bb Graham & Company, Inc. | Austin | TX | 01/2017 | Present |
| Per Stirling Capital Management, Llc | Austin | TX | 01/2022 | Present |
1. AMBER BELL- INSURANCE SALES - INVESTMENT RELATED - LOCATED AT 4900 SPICEWOOD SPRINGS RD., SUITE 300, AUSTIN TX 78759 NATURE: NEW FIXED INSURANCE SALES & SERVICING TERM INSURANCE CONTRACTS SOLD PRIOR TO 1/1/2017. NUMBER OF HOURS: 0 NONE DURING SECURITIES TRADING HOURS. ADDITIONAL OUTSIDE BUSINESS ACTIVITIES APPROVED BY PER STIRLING CAPITAL MANAGEMENT, LLC: B.B. GRAHAM & COMPANY, INC. - INVESTMENT RELATED; 4900 SPICEWOOD SPRINGS ROAD STE 300 AUSTIN, TX, 78759; NATURE OF BUSINESS: BROKER DEALER; POSITION: REGISTERED REPRESENTATIVE; START DATE: 01/2017 ADDITIONAL OUTSIDE BUSINESS ACTIVITIES APPROVED BY B.B. GRAHAM & CO.: PER STIRLING CAPITAL MANAGEMENT, LLC - INVESTMENT RELATED; 4800 BEE CAVES RD, AUSTIN TX 78746; INVESTMENT ADVISORY; COMPLIANCE MANAGER; START DATE: 01/2017; 90% OF BUSINESS HOURS; COMPLIANCE FOR RIA.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-11-20 |
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