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4350 Congress Street Suite 1000, Charlotte, NC 28209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-08-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securevest Financial Group, Inc. | Boca Raton | FL | 01/2010 | 09/2018 |
| Suntrust Advisory Services, Inc. | Atlanta | GA | 10/2018 | 07/2020 |
| Sterling Capital Management Llc | Jupiter | FL | 08/2020 | Present |
| Sterling Capital Distributors, Llc | Jupiter | FL | 09/2020 | Present |
1) Sterling Capital Management LLC; Investment Related; Jupiter, FL; Began 08/03/2020; Investment Adviser; Fixed Income Analyst/Director; Investment Analyst; 180 hours per month 2)Prokope Partners, LLC; Milton, FL; non investment related; Began 04/09/2018; Real Estate Rentals, President; Will attempt to buy, renovate, rent real estate properties; zero hours per month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-11-15 |
| S63 | Uniform Securities Agent State Law Examination | 2010-03-29 |
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