Crystal Deal White

Current Employers

Credit Union Investment Services

801 Hillsborough Street 3Rd Floor, Raleigh, NC 27603 • United States

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2007-10-04

NC RA
APPROVED

Since 2007-10-04

Branch Locations

160 Savannah Garden Drive, Carthage, NC 28327 • United States

Disclosures

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.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
State Employees' Credit Union	Carthage	NC	09/1993	Present
Secu Brokerage Services	Raleigh	ND	10/2003	Present
Credit Union Investment Services	Raleigh	NC	10/2007	Present
Members Trust Company	Tampa	FL	11/2009	Present
Secu Life Insurance Company	Raleigh	NC	10/2014	Present

09/1993 → Present

State Employees' Credit Union

Carthage, NC
10/2003 → Present

Secu Brokerage Services

Raleigh, ND
10/2007 → Present

Credit Union Investment Services

Raleigh, NC
11/2009 → Present

Members Trust Company

Tampa, FL
10/2014 → Present

Secu Life Insurance Company

Raleigh, NC

Other Businesses

STATE EMPLOYEES' CREDIT UNION. INVESTMENT RELATED BUSINESS. NATURE: FINANCIAL SERVICES. OSJ OFFICE ADDRESS: RALEIGH, NC. TITLE: FINANCIAL ADVISORY SERVICES SPECIALIST. START DATE: 09/1993. DUTIES: PROVIDE FINANCIAL SERVICES TO ELIGIBLE MEMBERS AND PROVIDE OPPORTUNITIES FOR MEMBERS TO IMPROVE THEIR ECONOMIC AND SOCIAL CONDITION. MEMBERS TRUST COMPANY. INVESTMENT RELATED BUSINESS. NATURE: TRUST SERVICES. ADDRESS: 14025 RIVEREDGE DRIVE, SUITE 280, TAMPA, FL 33637. SPEND APPROXIMATELY 1% OF TIME CONDUCTING MTC BUSINESS. START DATE: NOVEMBER, 2009. TITLE: TRUST REP. SECU LIFE INSURANCE COMPANY. INVESTMENT RELATED BUSINESS. ADDRESS: RALEIGH, NC. NATURE: LIFE INSURANCE. TITLE: AGENT. START DATE: 10/2014. DUTIES AND TIME (SOME DURING SECURITIES TRADING HOURS) AS REQUIRED IN CONJUNCTION WITH POSITION AT STATE EMPLOYEES' CREDIT UNION.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2007-09-28
S63	Uniform Securities Agent State Law Examination	2004-02-18

S65 Uniform Investment Adviser Law Examination

2007-09-28
S63 Uniform Securities Agent State Law Examination

2004-02-18

Other Names

Crystal Dawn Deal

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