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4800 Bee Caves Road, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2009-11-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Per Stirling Capital Management, Llc | Austin | TX | 09/2009 | Present |
| B.B. Graham & Co., Inc | Austin | TX | 11/2011 | Present |
1) RJ BEE CAVES, LLC - NOT-INVESTMENT RELATED; ADDRESS: 4800 BEE CAVES RD, AUSTIN, TX, 78746; NATURE: COMMERCIAL REAL ESTATE; POSITION: MANAGING MEMBER; START DATE: 03/2013; NUMBER OF HOURS: 3 HOURS/MONTH DURING NON-TRADING HOURS. 2) SS OVERLOOK - NON-INVESTMENT RELATED; ADDRESS: 4800 BEE CAVES RD, AUSTIN, TX, 78746; NATURE; COMMERCIAL REAL ESTATE; POSITION: ORGANIZER AND MANAGER; START DATE: 11/2016; NUMBER OF HOURS: 3 HOURS/MONTH DURING NON-TRADING HOURS. 3) PER STIRLING GROUP, LLC - NON-INVESTMENT RELATED; ADDRESS: 4800 BEE CAVES RD, AUSTIN, TX, 78746, NATURE: ENTITY USED FOR PAYING THE OPERATIONAL EXPENSES OF PER STIRLING CAPITAL MANAGEMENT, LLC; POSITION: MANAGING MEMBER; START DATE: 09/2011; NUMBER OF HOURS: 3 HOURS/MONTH DURING NON- TRADING HOURS. 4) PER STIRLING PRIVATE WEALTH - INVESTMENT RELATED; ADDRESS: 4800 BEE CAVES RD, AUSTIN, TX, 78746; NATURE: DBA OF PER STIRLING CAPITAL MANAGEMENT, LLC; POSITION: MANAGING MEMBER AND OWNER; STATE DATE: 3/2023; NUMBER OF HOURS PER MONTH: 20 TOTAL WITH 15 DURING TRADING HOURS. ADDITIONAL OUTSIDE BUSINESS ACTIVITIES APPROVED BY PER STIRLING CAPITAL MANAGEMENT, LLC: 5) B .B. GRAHAM & COMPANY - INVESTMENT RELATED; ADDRESS: 4800 BEE CAVES RD, AUSTIN, TX, 78746; NATURE OF BUSINESS: BROKER-DEALER, POSITION: REGISTERED REPRESENTATIVE; START DATE: 11/2011. ADDITIONAL OUTSIDE BUSINESS ACTIVITIES APPROVED BY B. B. GRAHAM & CO., Inc.: 6) PER STIRLING CAPITAL MANAGEMENT, LLC - INVESTMENT RELATED; ADDRESS: 4800 BEE CAVES RD, AUSTIN, TX, 78746; NATURE OF BUSINESS: REGISTERED INVESTMENT ADVISER; POSITION: MANAGING MEMBER, OWNER, AND INVESTMENT ADVISOR REPRESENTATIVE; START DATE: 9/28/2009; SPENDS APPROX. 90% OF TIME/MONTH DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-07-29 |
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