Best Investors
Account
Sign in
Best Investors
Account
Sign in
4800 Bee Caves Road, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2012-09-06 |
Branch Locations
4800 Bee Caves Road, Austin, TX 78746 • United States
4900 Spicewood Springs Rd Suite 300, Austin, TX 78759 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Per Stirling Capital Management, Llc | Austin | TX | 08/2012 | Present |
1) COOKIE JAR, LLC; INVESTMENT-RELATED; ADDRESS: 3751 FAR WEST BLVD., SUITE 94, AUSTIN, TX, 78731; NATURE: RENTAL PROPERTY/REAL ESTATE; POSITON: MANAGING MEMBER; START DATE: 05/2014; NUMBER OF HOURS: 2-5 HOURS/YEAR OUTSIDE OF TRADING HOURS. 2) SS OVERLOOK, LLC; INVESTMENT-RELATED; ADDRESS: 4800 BEE CAVES ROAD, AUSTIN, TX 78746; NATURE: COMMERCIAL REAL ESTATE; POSITION: MINORITY PARTNER; START DATE: 11/2016; NUMBER OF HOURS: 3 HOURS/MONTH OUTSIDE OF TRADING HOURS. 3) CHAWLA ADVISORY SERVICES, LLC; INVESTMENT-RELATED: ADDRESS 3751 FAR WEST BLVD., SUITE 94, AUSTIN, TX, 78731; POSITION: Owner; Start Date: 05/2021; NUMBER OF HOURS: 0 HOURS/MONTH; THIS ENTITY WAS ESTABLISHED TO ACCEPT IAR'S COMPENSATION FROM PER STIRLING. 4) PERSONAL FINANCE SUMMER CAMP; INVESTMENT-RELATED; ADRESS: 3751 FAR W BLVD., SUITE 94, AUSTIN, TX, 78731; NATURE: CAMP FOR CHILDREN TO LEARN ABOUT FINANCE; POSITION: INSTRUCTOR; START DATE: 06/2025; NUMBER OF HOURS: 15 HOURS DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-09-05 |
Reach out to this advisor