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4350 Congress Street Suite 1000, Charlotte, NC 28209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-07-22 |
Branch Locations
454 Fayetteville Street Suite 500, Raleigh, NC 27601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Retirement & Institutional Services | Raleigh | NC | 06/2001 | 02/2021 |
| Ascensus, Llc | Drescher | PA | 03/2021 | 06/2022 |
| Sterling Capital Management Llc | Raleigh | NC | 06/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-16 |
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