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4800 Bee Caves Road, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-02-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Texas Sailing | Austin | TX | 08/1996 | 01/2018 |
| Per Stirling Capital Management, Llc | Austin | TX | 02/2016 | Present |
1. UNIVERSITY OF TEXAS AT AUSTIN - NON-INVESTMENT RELATED; ADDRESS: 1616 GUADALUPE ST, AUSTIN, TX, 78701; NATURE OF BUSINESS: TEACHING; POSITION: INSTRUCTOR; DUTIES: ADJUNCT INSTRUCTOR OF THE CFP CAPSTONE COURSE; START DATE: 10/2012; NUMBER OF HOURS: 2 HOURS PER MONTH; NUMBER OF HOURS DURING TRADING HOURS: 0. 2. DISPUTE RESOLUTION CENTER - NON-INVESTMENT RELATED; ADDRESS: 5407 N INTERSTATE, HWY 35, SUITE 410, AUSTIN, TX, 78723; NATURE OF BUSINESS: TEACHING; POSITION: INSTRUCTOR; DUTIES: INSTRUCTOR FOR THE ADVANCED MEDIATION TRAINING COURSE; START DATE: 5/3/2022; NUMBER OF HOURS: 5 HOURS PER MONTH; NUMBER OF HOURS DURING TRADING HOURS: 5. 3. COLLABORATIVE DIVORCE TEXAS - NON-INVESTMENT RELATED; ADDRESS: 3305 STECK AVE, SUITE 200, AUSTIN, TX 78757; NATURE OF BUSINESS: TEACHING; POSITION: INSTRUCTOR; DUTIES: INSTRUCTOR FOR THE FINANCIAL ASPECTS OF BASIC TRAINING FOR COLLABORATIVE DIVORCE IN TEXAS; START DATE: 9/2/2024; NUMBER OF HOURS: 1 DURING TRADING HOURS.
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