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RIA / WealthAdvisorCertified Financial Planner12 years in industry

Taylor Lee Peterson

Advisor at PER STIRLING CAPITAL MANAGEMENT, LLC

AUSTIN, TX

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Search this name across graphsid dfx:ria:fa9a969a-88d1-2599-ae09-3a47cbfaac4c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:16 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Sep 4, 2014 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: PER STIRLING CAPITAL MANAGEMENT, LLC
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: Aug 25, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Aug 25, 2014
First registration: Sep 4, 2014
Dual registered: no
Other names: TAYLOR LEE JACOBS
IAPD individual key: 6392451

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
PER STIRLING CAPITAL MANAGEMENT, LLC	Independent wealth	Jun 8, 2021	n/a	yes	AUSTIN, TX	Current employment
RICHARD W. PAUL & ASSOCIATES, LLC	Independent wealth	Nov 4, 2015	May 13, 2021	no	NOVI, MI	Previous registration
FIRST HEARTLAND CONSULTANTS, INC.	Bd affiliated wealth	Oct 14, 2015	Oct 14, 2015	no	Bloomfield Hills, MI	Previous registration
PER STIRLING CAPITAL MANAGEMENT, LLC	Independent wealth	Sep 4, 2014	Aug 18, 2015	no	AUSTIN, 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
RICHARD W. PAUL & ASSOCIATES, LLC	PER STIRLING CAPITAL MANAGEMENT, LLC	May 13, 2021	Jun 8, 2021	26	Firm change	RIA to RIA
FIRST HEARTLAND CONSULTANTS, INC.	RICHARD W. PAUL & ASSOCIATES, LLC	Oct 14, 2015	Nov 4, 2015	21	Firm change	Other
PER STIRLING CAPITAL MANAGEMENT, LLC	FIRST HEARTLAND CONSULTANTS, INC.	Aug 18, 2015	Oct 14, 2015	57	Firm change	Other

Relationships

Registered with (3)

→ PER STIRLING CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Sep 4, 2014 to Aug 18, 2015factForm ADV
→ RICHARD W. PAUL & ASSOCIATES, LLCRegistered adviserregistration: previous registration
Nov 4, 2015 to May 13, 2021factForm ADV
→ FIRST HEARTLAND CONSULTANTS, INC.Registered adviserregistration: previous registration
Oct 14, 2015 to Oct 14, 2015factForm ADV

Dated events

No dated event names this entity yet.