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4350 Congress Street Suite 1000, Charlotte, NC 28209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-02-01 |
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 |
|---|---|---|---|---|
| St. John Fisher College | Rochester | NY | 01/2017 | 12/2018 |
| Allstate Insurance | East Rochester | NY | 03/2017 | 01/2019 |
| Lpl Financial (Dba: X-Bac,Llc) | Rochester | NY | 08/2016 | 03/2017 |
| Northwestern Mutual Life Insurance Company | Rochester | NY | 02/2019 | 08/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Rochester | NY | 09/2019 | 02/2021 |
| Bank Of America, N.A. | Rochester | NY | 09/2019 | 02/2021 |
| Unemployed (Not On Unemployment) | Rochester | NY | 08/2019 | 09/2019 |
| Sterling Capital Management Llc | Charlotte | NC | 08/2022 | Present |
| Sterling Capital Distributors, Llc | Charlotte | NC | 10/2022 | Present |
| Nfm Lending | Baltimore | MD | 03/2021 | 07/2022 |
1) Sterling Capital Management LLC, Investment Related, Charlotte, NC, Capital Management, Trade Settlement Administrator, support Sterling Capital Fund, 08/2022, 160 hrs/mo. 2) Woodworking; Non-Investment Related; Charlotte, NC; Furniture and Crafts; Owner; Start 1/22/2025; 40 Hrs Per Month, 0 During Trading Hrs; Selling furniture, Crafts and wood working projects.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-17 |
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