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4350 Congress Street Suite 1000, Charlotte, NC 28209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-08-24 |
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 |
|---|---|---|---|---|
| Groucho's Deli Of Raleigh | Raleigh | NC | 12/2014 | 05/2017 |
| Catering By Design | Cary | NC | 04/2011 | 06/2017 |
| North Carolina State University | Raleigh | NC | 07/2013 | 05/2017 |
| Apex Chamber Of Commerce | Apex | NC | 01/2016 | 05/2017 |
| The Vanguard Group, Inc. | Charlotte | NC | 07/2017 | 09/2018 |
| Bb&T Institutional Investment Advisers, Inc. | Raleigh | SC | 10/2018 | 01/2019 |
| One Digital | Raleigh | NC | 01/2021 | 09/2021 |
| Mclaurin Parking | Raliegh | NC | 06/2011 | 08/2019 |
| Truist | Raleigh | NC | 02/2019 | 12/2020 |
| Sterling Capital Management Llc | Charlotte | NC | 10/2021 | Present |
| Sterling Capital Distributors, Llc | Charlotte | NC | 01/2026 | Present |
Sterling Capital Management LLC; Investment Related; Strategy; Charlotte, NC; 10/30/2021; Director; Business Development and Client Service; 200 Hrs Per Month
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-07-27 |
| S65 | Uniform Investment Adviser Law Examination | 2019-07-23 |
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