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4350 Congress Street Suite 1000, Charlotte, NC 28209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2023-03-28 |
| TX | RA | APPROVED_RES | 2023-02-27 |
| NC | RA | APPROVED | 2020-04-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Trust | Raleigh | NC | 03/2009 | 03/2020 |
| Sterling Capital Management Llc | Raleigh | NC | 04/2020 | Present |
University of Tenneessee, Knoxville. Advisory Board member for the University of TN's Women in leadership program. In this role, I will be reviewing the courses and overall program for UTK, providing feedback and guidance to enhance the programs and curriculum.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-06-04 |
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