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4350 Congress Street Suite 1000, Charlotte, NC 28209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-01-29 |
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 |
|---|---|---|---|---|
| Ocean Lakes High School | Virginia Beach | VA | 06/2015 | 06/2019 |
| University Of Florida | Gainesville | FL | 06/2019 | 07/2022 |
| The Stockpot | Virginia Beach | VA | 05/2017 | 12/2020 |
| Truist Investment Services, Inc. | Virginia Beach | VA | 05/2021 | 08/2021 |
| Truist Investment Services, Inc. | Charlotte | NC | 07/2022 | 01/2024 |
| Sterling Capital Management Llc | Charlotte | NC | 01/2024 | Present |
| Sterling Capital Distributors, Llc | Charlotte | NC | 01/2024 | Present |
Sterling Capital Management, LLC; Investment Related; Charlotte, NC; Began 01/02/2024; Investment Management; RFP Writer & Database Analyst; RFP Writing; 160 hours per month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-11-22 |
| S63 | Uniform Securities Agent State Law Examination | 2022-10-17 |
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