Harold Everett Peterson

Current Employers

Employment History

• 07/2014 → 12/2018
  Castle Hill Advisors, Llc
  Austin, TX
• 12/2018 → 11/2019
  Cpwm, Llc
  Seattle, WA
• 11/2019 → Present
  Mission Hill Advisors, Llc
  Austin, TX

Previous Registrations

• 2019-12-17 → 2021-12-31
  Mission Hill Advisors, Llc
  Austin, TX
• 2019-01-14 → 2019-11-21
  Columbia Pacific Wealth Management
  Austin, TX
  Seattle, WA
• 2019-01-09 → 2019-01-12
  Mission Hill Advisors, Llc
  Austin, TX
• 2014-09-16 → 2018-12-31
  Mission Hill Advisors, Llc
  Austin, TX
• 2001-02-21 → 2014-05-27
  Maslow Wealth Advisors
  Austin, TX

Other Businesses

(1) THE UNIVERSITY OF TEXAS AT AUSTIN MCCOMBS SCHOOL OF BUSINESS. POSITION: ADVISORY COUNCIL MEMBER. NATURE: ADVISING THE EDUCATION PROGRAM. INVESTMENT RELATED: YES. ADDRESS: 2110 SPEEDWAY, AUSTIN, TX 78705. NUMBER OF HOURS PER MONTH DEVOTED TO THE OTHER BUSINESS: 2. NUMBER OF HOURS DEVOTED TO THE OTHER BUSINESS DURING TRADING HOURS: 0. START DATE: 03/2013. DESCRIPTION: MEMBER OF THE ADVISORY COUNCIL. (2) THE SETON FUND. POSITION: MEMBER OF THE INVESTMENT COMMITTEE, BOARD OF TRUSTEES, AND EXECUTIVE COMMITTEE. NATURE: MEMBER /ADVISING. INVESTMENT RELATED: YES. ADDRESS: 1206 W 38TH ST # 4200, AUSTIN, TX 78705. NUMBER OF HOURS PER MONTH DEVOTED TO THE OTHER BUSINESS: 2. NUMBER OF HOURS DEVOTED TO THE OTHER BUSINESS DURING TRADING HOURS: 0. START DATE: 01/2013. DESCRIPTION: MEMBER OF COMMITTEES/BOARDS FOR THE SETON FUND. (3) AUSTIN COMMUNITY FOUNDATION. POSITION: GOVERNOR, MEMBER AND IMMEDIATE PAST CHAIRMAN OF THE INVESTMENT COMMITTEE, AND MEMBER OF THE GOVERNANCE COMMITTEE. NATURE: BOARD ADVISEMENT. INVESTMENT RELATED: YES. ADDRESS: 4315 GUADALUPE ST #300, AUSTIN, TX 78751. NUMBER OF HOURS PER MONTH DEVOTED TO THE OTHER BUSINESS: 2. NUMBER OF HOURS DEVOTED TO THE OTHER BUSINESS DURING TRADING HOURS: 0. START DATE: 01/2007. DESCRIPTION: ADVISING THE AUSTIN COMMUNITY FOUNDATION. (4) TARRYTOWN UNITED METHODIST CHURCH. POSITION: CHAIR, ENDOWMENT COMMITTEE MEMBER, AND FINANCE COMMITTEE MEMBER. NATURE: ADVISING THE CHURCH. INVESTMENT RELATED: YES. ADDRESS: 2601 EXPOSITION BLVD, AUSTIN, TX 78703. NUMBER OF HOURS PER MONTH DEVOTED TO THE OTHER BUSINESS: 2. NUMBER OF HOURS DEVOTED TO THE OTHER BUSINESS DURING TRADING HOURS: 0. START DATE: 01/2007. DESCRIPTION: MEMBER OF THE COMMITTEES FOR THE TARRYTOWN UNITED METHODIST CHURCH.

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-12-05

Other Names

• Harold Everett Peterson
• Hal Peterson