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4350 Congress Street Suite 1000, Charlotte, NC 28209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2020-01-06 |
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 |
|---|---|---|---|---|
| Sterling Capital Management | Charlotte | NC | 01/2018 | Present |
| Duke University | Durham | NC | 06/2014 | 12/2018 |
| Sterling Capital Distributors, Llc | Charlotte | NC | 05/2019 | Present |
1) Sterling Capital Management; Charlotte, NC; Investment Related; Asset Manager; CS Analyst/Associate Director; Start 01/2018; provide account management services to clients; 180 hours per month with 0 hours during securities trading hours. 2) RepGymPass; Investment Related - NO; Charlotte, NC; Fitness; Account Executive; Start 01/2025; Reaching out to gyms to get them added to member network; 8 hrs per month 3) KillCrew LLC; Not Investment Related; Apparel Company; Las Vegas, NV; 07/2025; Sponsored Athlete; sponsored athlete and create content on social media for marketing; 4 Hrs./Mo.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-23 |
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