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Advisor at PER STIRLING CAPITAL MANAGEMENT, LLC
AUSTIN, TX
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| PER STIRLING CAPITAL MANAGEMENT, LLC | Independent wealth | Jun 30, 2023 | n/a | yes | AUSTIN, TX | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Sep 16, 2019 | Jul 9, 2021 | no | BEVERLY HILLS, CA | Previous registration |
| MORGAN STANLEY | Wirehouse | Jul 3, 2018 | Sep 16, 2019 | no | Beverly Hills, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | PER STIRLING CAPITAL MANAGEMENT, LLC | Jul 9, 2021 | Jun 30, 2023 | 721 | Firm change after gap | Wirehouse to RIA |
| MORGAN STANLEY | WELLS FARGO ADVISORS | Sep 16, 2019 | Sep 16, 2019 | 0 | Firm change | Wirehouse to wirehouse |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 149777:19616:CA:2019-09-03 | Sep 16, 2019 | Sep 16, 2019 | BEVERLY HILLS, CA | Firm change |