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Advisor at STERLING CAPITAL MANAGEMENT LLC
Charlotte, NC
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| STERLING CAPITAL MANAGEMENT LLC | Other adviser | Sep 24, 2025 | n/a | yes | Charlotte, NC | Current employment |
| ALTA CAPITAL MANAGEMENT LLC | Independent wealth | Sep 19, 2014 | Aug 7, 2025 | no | SALT LAKE CITY, UT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ALTA CAPITAL MANAGEMENT LLC | STERLING CAPITAL MANAGEMENT LLC | Aug 7, 2025 | Sep 24, 2025 | 48 | Firm change | Other |