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4800 Bee Caves Road, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-07-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Per Stirling Capital Management, Llc | Austin | TX | 11/2022 | Present |
| Teacher Retirement System Of Texas | Austin | TX | 10/2019 | 11/2022 |
| Calton Cases International | Austin | TX | 06/2018 | 10/2019 |
| Kipp Texas Public Schools | Austin | TX | 09/2017 | 05/2018 |
| Monarch Suzuki Academy | Austin | TX | 09/2014 | 09/2018 |
CREATIVE SERVICES; NON-INVESTMENT RELATED; ADDRESS: 10300 JOLLYVILLE RD. SUITE 1122, AUSTIN, TX, 78759; NATURE: MUSICAL PERFORMANCE AND FINE ART CREATION; POSITION: OWNER/DIRECTOR; START DATE: 5/2012; NUMMBER OF HOURS: 25 HOURS PER MONTH OUTSIDE OF TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-08 |
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