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RIA / WealthAdvisordual registered (broker-dealer)32 years in industry

REAGAN ANDREW SHOPP

Advisor at STERLING CAPITAL MANAGEMENT LLC

Parker, CO

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Search this name across graphsid dfx:ria:f23706a5-4e33-d8da-50b2-a17ac76a3b28

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:59 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Apr 21, 2005 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: STERLING CAPITAL MANAGEMENT LLC
Current firm class: other adviserderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 20, 1994earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S66|S63
First exam: Sep 20, 1994
First registration: Apr 21, 2005
Dual registered: yes, broker-dealer
Other names: REAGAN ANDREW SHOPP|Reagan Shopp
IAPD individual key: 2409319

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
STERLING CAPITAL MANAGEMENT LLC	Other adviser	Jan 17, 2023	n/a	yes	Parker, CO	Current employment
SAXONY CAPITAL MANAGEMENT, LLC	Independent wealth	Jan 6, 2021	Nov 3, 2022	no	Parker, CO\|SAINT LOUIS, MO	Previous registration
RBC CAPITAL MARKETS, LLC	National bd RIA	Mar 17, 2017	Feb 1, 2020	no	DENVER, CO\|GREENWOOD VILLAGE, CO	Previous registration
COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC	Asset manager	May 1, 2010	Nov 1, 2016	no	MINNEAPOLIS, MN\|CHARLOTTE, NC\|PARKER, CO\|BOSTON, MA	Previous registration
BOFA ADVISORS, LLC	Former SEC adviser	Apr 21, 2005	May 1, 2010	no	BOSTON, MA\|PARKER, CO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SAXONY CAPITAL MANAGEMENT, LLC	STERLING CAPITAL MANAGEMENT LLC	Nov 3, 2022	Jan 17, 2023	75	Firm change	Other
RBC CAPITAL MARKETS, LLC	SAXONY CAPITAL MANAGEMENT, LLC	Feb 1, 2020	Jan 6, 2021	340	Firm change	Ibd to RIA
COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC	RBC CAPITAL MARKETS, LLC	Nov 1, 2016	Mar 17, 2017	136	Firm change	Other
BOFA ADVISORS, LLC	COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC	May 1, 2010	May 1, 2010	0	Bulk transfer	Other

Relationships

Registered with (5)

→ STERLING CAPITAL MANAGEMENT LLCRegistered adviserregistration: current employment
Jan 17, 2023 to presentfactForm ADV
→ SAXONY CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jan 6, 2021 to Nov 3, 2022factForm ADV
→ RBC CAPITAL MARKETS, LLCRegistered adviserregistration: previous registration
Mar 17, 2017 to Feb 1, 2020factForm ADV
→ COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLCRegistered adviserregistration: previous registration
May 1, 2010 to Nov 1, 2016factForm ADV
→ BOFA ADVISORS, LLCRegistered adviserregistration: previous registration
Apr 21, 2005 to May 1, 2010factForm ADV

Dated events

Occurred
Nov 3, 2022
Advisor changed firm
Reagan Andrew Shopp left Saxony Capital Management, Llc for Sterling Capital Management Llc (registered 2023-01-17)
Form ADVobserved 5 days ago