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4350 Congress Street Suite 1000, Charlotte, NC 28209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-07-11 |
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 |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 06/2022 | 04/2024 |
| American Credit Acceptance | Spartanburg | SC | 06/2021 | 08/2021 |
| Clemson University | Clemson | SC | 08/2018 | 08/2022 |
| Food Lion | Roebuck | SC | 05/2019 | 08/2019 |
| Clemson University Fike Recreation Center | Clemson | SC | 01/2022 | 05/2022 |
| Contec Inc. | Spartanburg | SC | 05/2018 | 07/2018 |
| Dorman High School | Roebuck | SC | 08/2014 | 05/2018 |
| Sterling Capital Management Llc | Charlotte | NC | 04/2024 | Present |
| Sterling Capital Distributors, Llc | Charlotte | NC | 05/2024 | Present |
Sterling Capital Management LLC; Investment Related; Sales; Charlotte, NC; 04/2024; Associate Internal Client Strategist; Internal wholesaling registered mutual funds, ETFs, and SMAs; 160 Hrs/Mo 130Hr/Mo trading hrs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-13 |
| S63 | Uniform Securities Agent State Law Examination | 2022-09-09 |
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