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4350 Congress Street Suite 1000, Charlotte, NC 28209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2018-10-05 |
| PA | RA | APPROVED | 2018-10-05 |
Branch Locations
4350 Congress Street Suite 1000, Charlotte, NC 28209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Amg Funds | Conshohocken | PA | 02/2013 | 08/2018 |
| Sterling Capital Management Llc | Devon | PA | 09/2018 | Present |
| Sterling Capital Distributors, Llc | Devon | PA | 08/2018 | Present |
Sterling Capital Management LLC; Investment Related, Deveon, PA, Manage Portfolios of equity, Client Portfolio Manager/Executive Director, Client Portfolio Manager, Communicate philosophy, process, positioning and outlook of equity with clients and prospects, 160hrs per month, 130hrs per month trading, 2018-08-15
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-16 |
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