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4800 Bee Caves Road, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Austin | TX | 07/2021 | 08/2023 |
| 2 Rivers Coffee | New Braunfels | TX | 10/2020 | 05/2021 |
| University Of Mississippi Department Of Outreach | University | MS | 08/2018 | 05/2019 |
| Jolt Coffee And Beverage | New Braunfels | TX | 05/2020 | 09/2020 |
| Jensei Sushi Restaurant | Oxford | MS | 01/2019 | 03/2019 |
| Student | University | MS | 04/2019 | 05/2020 |
| Student | University | MS | 08/2017 | 05/2018 |
| Uber | New Braunfels | TX | 05/2018 | 08/2018 |
| Student | University | MS | 08/2016 | 05/2017 |
| Schlitterbahn Waterparks | New Braunfels | TX | 05/2017 | 07/2017 |
| Guardian Life Insurance Company | Austin | TX | 01/2024 | 04/2024 |
| Park Avenue Securities | Austin | TX | 01/2024 | 04/2024 |
| Unemployed | Austin | TX | 08/2023 | 01/2024 |
| Per Stirling Capital Management, Llc | Austin | TX | 04/2024 | Present |
| B.B. Graham & Co., Inc. | Austin | TX | 04/2024 | Present |
| Per Stirling Capital Management, Llc | Austin | TX | 10/2025 | Present |
ADDITIONAL OUTSIDE BUSINESS ACTIVITIES APPROVED BY PER STIRLING CAPITAL MANAGEMENT, LLC: B. B. GRAHAM & CO, INC.; INVESTMENT RELATED; ADDRESS: 4800 BEE CAVES ROAD, AUSTIN TX 7874; NATURE OF BUSINESS: BROKER DEALER, POSITION: REGISTERED REPRESENTATIVE, START DATE: 04/2024 ADDITIONAL OUTSIDE BUSINESS ACTIVITIES APPROVED BY B. B. GRAHAM & CO, INC.: PER STIRLING CAPITAL MANAGEMENT, LLC; INVESTMENT RELATED; ADDRESS: 4800 BEE CAVES ROAD, AUSTIN TX 7874; NATURE OF BUSINESS: REGISTERED INVESTMENT ADVISOR; POSITION: OPERATIONS SPECIALIST/INVESTMENT ADVISOR REPRESENTATIVE; START DATE: 04/2024
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-15 |
| S63 | Uniform Securities Agent State Law Examination | 2021-12-10 |
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