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MT

Monica L. Thorp

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CRD#: 5172995
MT

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Monica Lynne Thorp, who also goes by Monica L Roberson, Monica Lynne Roberson, Monica Lynne Rowley, Monica L Thorp, was a registered financial professional .

Monica is a previously registered financial professional and started their career in finance in 2006. Monica had worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Monica L Roberson | Monica Lynne Roberson | Monica Lynne Rowley | Monica L Thorp

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

January 2, 2015 - July 23, 2015

STERLING GLOBAL STRATEGIES, LLC

RIA
CRD#: 172404
CARLSBAD, CA
Past

August 29, 2012 - December 31, 2014

STERLING GLOBAL STRATEGIES LLC

RIA
CRD#: 155166
CARLSBAD, CA
Past

November 15, 2011 - July 27, 2015

APW CAPITAL, INC.

BD
CRD#: 43814
CARLSBAD, CA
Past

November 10, 2010 - November 21, 2011

TORREY PINES SECURITIES, INC.

RIA
CRD#: 17120
CARLSBAD, CA
Past

November 10, 2010 - November 21, 2011

TORREY PINES SECURITIES, INC.

BD
CRD#: 17120
CARLSBAD, CA
Past

October 28, 2008 - November 9, 2010

NRP ADVISORS, INC.

RIA
CRD#: 141430
CARLSBAD, CA
Past

October 24, 2008 - November 9, 2010

NRP FINANCIAL, INC.

BD
CRD#: 103717
CARLSBAD, CA
Past

September 11, 2006 - October 31, 2008

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
CARLSBAD, CA
Past

August 23, 2006 - October 31, 2008

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
CARLSBAD, CA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 9/8/2006
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


SG
STERLING GLOBAL STRATEGIES, LLC
NORTHWESTERN WEALTH MANAGEMENT & INSURANCE SERVICES | STERLING GLOBAL STRATEGIES, LLC

CRD#: 172404 / SEC#: 801-80635

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Contact information


Main Address
1808 Aston Ave., Suite 245, Carlsbad, CA 92008
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A FIRM BROCHURE - INSTITUTIONAL SERVICES (3/4/2019)

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


STERLING GLOBAL STRATEGIES, LLC

CRD#: 172404

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