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Reading the graph
Advisor at CAPTRUST
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 |
|---|---|---|---|---|---|---|
| Captrust | Institutional manager | Oct 2, 2019 | n/a | yes | Austin, TX | Current employment |
| SOUTH TEXAS MONEY MANAGEMENT, LTD. | Former SEC adviser | Mar 18, 2015 | Dec 2, 2019 | no | AUSTIN, TX|SAN ANTONIO, TX | Previous registration |
| PER STIRLING CAPITAL MANAGEMENT, LLC | Independent wealth | Apr 3, 2014 | Nov 14, 2014 | no | AUSTIN, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SOUTH TEXAS MONEY MANAGEMENT, LTD. | Captrust | Dec 2, 2019 | Oct 2, 2019 | -61 | Firm change after gap | Other |
| PER STIRLING CAPITAL MANAGEMENT, LLC | SOUTH TEXAS MONEY MANAGEMENT, LTD. | Nov 14, 2014 | Mar 18, 2015 | 124 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 112188:175112:TX:2019-12-02 | Dec 2, 2019 | Oct 2, 2019 | SAN ANTONIO, TX | Firm change after gap |