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801 Hillsborough Street 3Rd Floor, Raleigh, NC 27603 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-11-12 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pj Robb Variable Corp | Charlotte | NC | 09/2013 | 01/2022 |
| Crump Life Insurance Services | Harrisburg | PA | 08/2013 | 01/2022 |
| Equitable Distributors, Llc | Charlotte | NC | 02/2022 | 12/2024 |
| Natonal Life Group | Charlotte | NC | 04/2025 | 06/2025 |
| Equity Services Inc | Montpelier | VT | 04/2025 | 06/2025 |
| Unemployed | Charlotte | NC | 01/2025 | 04/2025 |
| Unemployed | Charlotte | NC | 07/2025 | 08/2025 |
| State Employees' Credit Union | Monroe | NC | 09/2025 | Present |
| Secu Life Insurance Company | Raleigh | NC | 09/2025 | Present |
| Secu Brokerage Services | Raleigh | NC | 09/2025 | Present |
| Credit Union Investment Services | Raleigh | NC | 09/2025 | Present |
State Employees' Credit Union. Investment related business. Nature: financial services. OSJ office address: Raleigh, NC. Title: Financial Advisory Services Specialist. Start date 09/2025. Duties: provide financial services to eligible members and provide opportunities for members to improve their economic and social condition. SECU Life Insurance Company. Investment related business. Address: Raleigh, NC. Nature: life insurance. Title: Agent. Start date: 09/2025. Duties and time (some during securities trading hours) as required in conjunction with position at State Employees' Credit Union.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-07 |
| S63 | Uniform Securities Agent State Law Examination | 2001-10-15 |
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