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4350 Congress Street Suite 1000, Charlotte, NC 28209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-09-08 |
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 Llc | Charlotte | NC | 06/2025 | Present |
| Sterling Capital Distributors, Llc | Charlotte | NC | 07/2025 | Present |
| Community School Of Davidson | Davidson | NC | 08/2014 | 05/2021 |
| North Carolina State University | Raleigh | NC | 08/2021 | 05/2025 |
Sterling Capital Management LLC; Investment Related; Charlotte, NC; Sales; Internal Client Strategist; Start Date 6/16/2025; 160 Hrs Per Month; Prospecting, scheduling, maintaining client relationships, supporting external sales partner.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-29 |
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