Michael Shane Pate

Current Employers

Employment History

• 08/2006 → 05/2023
  Allstate Insurance Co
  Goldsboro, NC
• 12/2010 → 09/2022
  Shane Pate And Associates Inc/Shane Pate Agency
  Goldsboro, NC
• 08/2020 → Present
  Ohana Properties Of Goldsboro Llc
  Pikeville, NC
• 01/2021 → 07/2021
  Remax Complete
  Goldsboro, NC
• 05/2023 → Present
  State Employees' Credit Union
  Wilson, NC
• 05/2023 → Present
  Secu Brokerage Services
  Raleigh, NC
• 05/2023 → Present
  Secu Life Insurance Company
  Raleigh, NC
• 05/2023 → Present
  Credit Union Investment Services
  Raleigh, NC
• 08/2025 → Present
  Members Trust Company
  Tampa, FL

Previous Registrations

• 2023-04-19 → 2023-05-11
  Allstate Financial Advisors, Llc
  Goldsboro, 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 5/2023. 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. Start date: August, 2025. Title: Trust Rep. SECU Life Insurance Company. Investment related business. Address: Raleigh, NC. Nature: life insurance. Title: Agent. Start date: 5/2023. Duties and time (some during securities trading hours) as required in conjunction with position at State Employees' Credit Union. POSITION: Rental Property owner / landlord NATURE: Rental property real estate (rental homes,etc). Michael Shane Pate and Carla Pate INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/2013 ADDRESS: 206 S. Spence Ave. Goldsboro, NC. 27534 , United States DESCRIPTION: Our duties will be to find houses to purchase. Once purchased we will rent the house out to potential tenants. Once the tenant is in the rental house that we own we will collect monthly rent from the tenant. We will upkeep our properties. POSITION: Rental Property owner / landlord NATURE: Rental property real estate (rental homes,etc). Michael Shane Pate and Carla Pate INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/2016 ADDRESS: 117 Britmorlan Drive Pikeville, NC. 27863, United States DESCRIPTION: Our duties will be to find houses to purchase. Once purchased we will rent the house out to potential tenants. Once the tenant is in the rental house that we own we will collect monthly rent from the tenant. We will upkeep our properties. OHANA PROPERTIES OF GOLDSBORO LLC POSITION: Co owner LLC NATURE: We own properties for rental income. We rent out homes that we own for rental income. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 08/25/2020 ADDRESS: 115 Britmorlan Drive, Pikeville NC 27863, United States DESCRIPTION: My duties are I am co-owner with my wife Ohana Properties of Goldsboro. We over see our rental houses and any income or expenses that we receive from owning investment properties.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-04-17
• S63 Uniform Securities Agent State Law Examination
  2007-10-30

Other Names

• Michael Pate
• Shane Pate