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4350 Congress Street Suite 1000, Charlotte, NC 28209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-02-03 |
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 |
|---|---|---|---|---|
| Sterling Capital Management Llc | Charlotte | NC | 06/2024 | Present |
| Sterling Capital Distributors, Llc | Charlotte | NC | 08/2024 | Present |
| Wake Forest University | Winston Salem | NC | 08/2020 | 05/2024 |
| Groton School | Groton | MA | 09/2018 | 05/2020 |
| Miami Country Day School | Miami | FL | 08/2016 | 08/2018 |
| Krispy Kreme | Charlotte | NC | 05/2023 | 07/2023 |
| Mars | Miami | FL | 06/2022 | 08/2022 |
| Reef Technology | Miami | FL | 06/2021 | 08/2021 |
| Escola Americana De Campinas | Campinas | 08/2009 | 07/2016 |
Sterling Capital Management LLC; Investment Related; Charlotte, NC; Capital Management; Internal Wholesaler; Start 6/24/2024; 160 Hrs Per Month; Support External Wholesalers at Sterling Capital by providing them with requested information and assisting with sales calls
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-13 |
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