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4800 Bee Caves Road, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-01-18 |
Branch Locations
4800 Bee Caves Road, Austin, TX 78746 • United States
4900 Spicewood Springs Road Suite 300, Austin, TX 78759 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America Inc | Austin | TX | 06/2005 | 12/2016 |
| Spicewood Oaks Advisors Inc Dba Couch Hallum Financial Group | Austin | TX | 08/2015 | 12/2016 |
| Per Stirling Capital Management, Llc. | Austin | TX | 01/2017 | Present |
| B.B. Graham & Company, Inc. | Austin | TX | 01/2017 | Present |
1. MATTHEW ANDERSON - INSURANCE SALES - INVESTMENT RELATED - 4900 SPICEWOOD SPRINGS RD., SUITE 300, AUSTIN TX 78759; NATURE OF BUSINESS: SALE AND SERVICE OF FIXED INSURANCE PRODUCTS; NUMBER OF HOURS: 1 PER WEEK. 2. ANDERSON OAKS RANCHING, LLC - NON- INVESTMENT-RELATED - 194 TRAVIS RD VALLEY MILLS, TX, 76689; RANCH RAISING LIVESTOCK, OWNER; NUMBER OF HOURS: 16 PER WEEK DURING NON-TRADING HOURS. ADDITIONAL OUTSIDE BUSINESS ACTIVITIES APPROVED BY PER STIRLING CAPITAL MANAGEMENT, LLC: 3. B.B. GRAHAM & COMPANY - INVESTMENT RELATED; 4900 SPICEWOOD SPRINGS ROAD, SUITE 300, AUSTIN, TX, USA, 78759; NATURE OF BUSINESS: BROKER DEALER; POSITION: REGISTERED REPRESENTATIVE; START DATE: 01/2017. ADDITIONAL OUTSIDE BUSINESS ACTIVITIES APPROVED BY B.B.GRAHAM & COMPANY: 4. PER STIRLING CAPITAL MANAGEMENT, LLC; INVESTMENT RELATED; 4800 BEE CAVES RD, AUSTIN, TX 78746; NATURE OF BUSINESS: REGISTERED INVESTMENT ADVISOR; POSITION: IAR; DUTIES: PROVIDE INVESTMENT MANAGEMENT SERVICES. START DATE: 01/2017
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-06-20 |
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