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4350 Congress Street Suite 1000, Charlotte, NC 28209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-11-05 |
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlotte | NC | 04/2022 | 07/2025 |
| Carolina Ale House | Concord | NC | 02/2022 | 04/2022 |
| Facilityone | Charlotte | NC | 06/2020 | 02/2022 |
| Creekside Bar And Grille | Waterford | PA | 06/2018 | 06/2020 |
| Slippery Rock University | Slippery Rock | PA | 02/2019 | 05/2020 |
| Little Caesars | Edinboro | PA | 04/2014 | 06/2019 |
| Sterling Capital Management Llc | Charlotte | NC | 07/2025 | Present |
| Sterling Capital Distributors, Llc | Charlotte | NC | 10/2025 | Present |
Sterling Capital Management LLC; Investment Related; Analytics; Charlotte, NC; 07/2025; Senior Client Associate Analyst; Promoting registered or unregistered funds to financial intermediaries or other qualified investors, Analytics and Client servicing; 160 Hrs./Mo.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-06 |
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