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4350 Congress Street Suite 1000, Charlotte, NC 28209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-03-14 |
Branch Locations
4350 Congress Street 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 | Gulfport | FL | 06/2022 | Present |
| Sterling Capital Distributors, Llc | Gulfport | FL | 09/2022 | Present |
| Caddie Services | Kiawah Island | SC | 08/2021 | 06/2022 |
| Whitko Career Academy | Larwill | IN | 12/2020 | 06/2021 |
| School | Warsaw | IN | 08/2012 | 12/2020 |
| Ron Blue Institute-- Nexus Coach | Marion | IN | 12/2018 | 12/2019 |
| Unemployed | Syracuse | IN | 06/2021 | 08/2021 |
| Circle M Spring | Warsaw | IN | 05/2020 | 07/2020 |
| The Preusz Group | Marion | IN | 05/2019 | 08/2019 |
Sterling Capital Management LLC; Investment Related; Gulfport, FL; Finance; Intermediary Analyst; Wholesaling mutual funds SMAs,ETFs; 06/2022; 200 Hrs/mo.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-21 |
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