Barton Lake Couch

Current Employers

Employment History

• 03/2004 → 12/2016
  Securities America, Inc.
  Austin, TX
• 03/2004 → 03/2017
  Couch Hallum Financial Group, Llc
  Austin, TX
• 02/2000 → 07/2018
  Barmar Properties, Lp
  Austin, TX
• 02/2000 → 07/2018
  Gc Bars
  Austin, TX
• 02/2000 → 07/2018
  Couch Goodin, Inc
  Austin, TX
• 07/2005 → 12/2016
  Everbank
  Jacksonville, FL
• 04/2008 → 03/2017
  Spicewood Oaks Advisors, Inc
  Austin, TX
• 01/2017 → Present
  Per Stirling Capital Management, Llc
  Austin, TX
• 01/2017 → Present
  B.B. Graham & Company, Inc.
  Austin, TX

Previous Registrations

• 2008-09-25 → 2017-03-31
  Couch Hallum Financial Group
  Austin, TX
• 2004-04-02 → 2008-10-06
  Securities America Advisors, Inc.
  Austin, TX
• 1985-09-18 → 2005-12-31
  Ameriprise Financial Services, Llc
  Austin, TX

Other Businesses

1. SS OVERLOOK, LLC; INVESTMENT RELATED; ADDRESS: 4800 BEE CAVES ROAD, AUSTIN, TX 78746; NATURE: COMMERCIAL OFFICE BUILDING OWNERSHIP; POSITION: PART-OWNER; START DATE: 10/31/2016; NUMBER OF HOURS: 2; SECURITIES TRADING HOURS: 0. 2. BARTON COUCH - INSURANCE SALES: INVESTMENT RELATED; ADDRESS: 4900 SPICEWOOD SPRINGS ROAD, SUITE 300, AUSTIN, TX 78759; NATURE: SERVICING AND TRAIL COMMISSION FROM FIXED INSURANCE PRODUCTS; START DATE:01/2017; NUMBER OF HOURS: 5; SECURITIES TRADING HOURS: 0. 3. B.L. COUCH ADVISORY, LLC; INVESTMENT RELATED; ADDRESS: 4900 SPICEWOOD SPRINGS, RD #300, AUSTIN TX; NATURE: ENTITY THAT ACCEPTS ADVISORY COMPENSATION BY IAR FROM PER STIRLING CAPITAL MANAGEMENT, LLC. START DATE: 3/2018. NUMBER OF HOURS: 0; SECURITIES TRADING HOURS: 0. 4. PACKSADDLE VENTURES, LLC; INVESTMENT RELATED; 247 SPANISH DAGGER LN, PORT ARANSAS, TX, 78373; NATURE: INCOME FROM RENTAL REAL ESTATE PROPERTY; POSITION: 25% OWNER/MANAGER; START DATE: 10/17/2022; NUMBER OF HOURS: 5; SECURITIES TRADING HOURS: 0 ADDITIONAL OUTSIDE BUSINESS ACTIVITIES APPROVED BY PER STIRLING CAPITAL MANAGEMENT, LLC: 5. B.B. GRAHAM & COMPANY, INC.; INVESTMENT RELATED; 4900 SPICEWOOD SPRINGS ROAD, SUITE 300, AUSTIN, TX 78759; NATURE OF BUSINESS: BROKER DEALER; POSITION: REGISTERED REPRESENTATIVE; START DATE: 01/2017. ADDITIONAL OUTSIDE BUSINESS ACTIVITIES APPROVED BY B. B. GRAHAM & CO., INC: 6. PER STIRLING CAPITAL MANAGEMENT, LLC; INVESTMENT RELATED, 4900 SPICEWOOD SPRINGS ROAD, SUITE 300, AUSTIN, TX 78759; REGISTERED INVESTMENT ADVISER; POSITION: PARTNER/INVESTMENT ADVISOR REPRESENTATIVE; START DATE: 01/2017; PROVIDE ADVISORY SERVICES TO CLIENTS.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-02-18
• S63 Uniform Securities Agent State Law Examination
  1985-09-13

Designations