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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)34 years in industry

JAMES PATTON WEBB

Advisor at STIRLINGSHIRE INVESTMENTS

Conroe, TX | NEW YORK, NY

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Search this name across graphsid dfx:ria:deb666b9-5511-e6b5-37dc-596eb8e148c0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:42 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: Jan 2, 2003 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: STIRLINGSHIRE INVESTMENTS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 7, 1992earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Jul 7, 1992
First registration: Jan 2, 2003
Dual registered: yes, broker-dealer
Other names: JAMES P WEBB|JIM WEBB
IAPD individual key: 872943

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
STIRLINGSHIRE INVESTMENTS	Independent wealth	Dec 11, 2023	n/a	yes	Conroe, TX\|NEW YORK, NY	Current employment
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER	Independent wealth	May 25, 2018	Dec 21, 2023	no	BAY CITY, TX\|CONROE, TX	Previous registration
RHAME & GORRELL WEALTH MANAGEMENT	Independent wealth	Nov 14, 2017	May 31, 2018	no	THE WOODLANDS, TX	Previous registration
WESTPARK WEALTH ADVISORS, INC.	Independent wealth	Feb 13, 2013	Nov 9, 2017	no	THE WOODLANDS, TX\|HOUSTON, TX\|CONROE, TX	Previous registration
FIRST INDEPENDENT ADVISORY SERVICES, INC.	n/a	Aug 20, 2010	Feb 13, 2013	no	THE WOODLANDS, TX	Previous registration
WOODLANDS ASSET MANAGEMENT INC	Former SEC adviser	Sep 16, 2008	Aug 4, 2010	no	THE WOODLANDS, TX	Previous registration
PERSEIDES PARTNERS, LLC	n/a	Feb 14, 2006	Sep 8, 2008	no	LAS VEGAS, NV	Previous registration
GARCIA HAMILTON & ASSOCIATES LP	Institutional manager	Jan 2, 2003	Jan 2, 2009	no	HOUSTON, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER	STIRLINGSHIRE INVESTMENTS	Dec 21, 2023	Dec 11, 2023	-10	Firm change	RIA to new firm
RHAME & GORRELL WEALTH MANAGEMENT	UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER	May 31, 2018	May 25, 2018	-6	Firm change	RIA to RIA
WESTPARK WEALTH ADVISORS, INC.	RHAME & GORRELL WEALTH MANAGEMENT	Nov 9, 2017	Nov 14, 2017	5	Firm change	Other
FIRST INDEPENDENT ADVISORY SERVICES, INC.	WESTPARK WEALTH ADVISORS, INC.	Feb 13, 2013	Feb 13, 2013	0	Firm change	Other
WOODLANDS ASSET MANAGEMENT INC	FIRST INDEPENDENT ADVISORY SERVICES, INC.	Aug 4, 2010	Aug 20, 2010	16	Firm change	Other
GARCIA HAMILTON & ASSOCIATES LP	PERSEIDES PARTNERS, LLC	Jan 2, 2009	Feb 14, 2006	-1,053	Firm change after gap	Other
PERSEIDES PARTNERS, LLC	WOODLANDS ASSET MANAGEMENT INC	Sep 8, 2008	Sep 16, 2008	8	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
20804:327779:TX:2023-12-21	Dec 21, 2023	Dec 11, 2023	CONROE, TX	Firm change

Relationships

Registered with (8)

→ STIRLINGSHIRE INVESTMENTSRegistered adviserregistration: current employment
Dec 11, 2023 to presentfactForm ADV
→ UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNERRegistered adviserregistration: previous registration
May 25, 2018 to Dec 21, 2023factForm ADV
→ RHAME & GORRELL WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Nov 14, 2017 to May 31, 2018factForm ADV
→ WESTPARK WEALTH ADVISORS, INC.Registered adviserregistration: previous registration
Feb 13, 2013 to Nov 9, 2017factForm ADV
→ FIRST INDEPENDENT ADVISORY SERVICES, INC.Registered adviserregistration: previous registration
Aug 20, 2010 to Feb 13, 2013factForm ADV
→ WOODLANDS ASSET MANAGEMENT INCRegistered adviserregistration: previous registration
Sep 16, 2008 to Aug 4, 2010factForm ADV
→ GARCIA HAMILTON & ASSOCIATES LPRegistered adviserregistration: previous registration
Jan 2, 2003 to Jan 2, 2009factForm ADV
→ PERSEIDES PARTNERS, LLCRegistered adviserregistration: previous registration
Feb 14, 2006 to Sep 8, 2008factForm ADV

Dated events

Occurred
Dec 21, 2023
Advisor changed firm
James Patton Webb left United Planners' Financial Services Of America A Limited Partner for Stirlingshire Investments (registered 2023-12-11)
Form ADVobserved 4 days ago