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801 Hillsborough Street 3Rd Floor, Raleigh, NC 27603 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2008-02-05 |
Branch Locations
801 Hillsborough Street 3Rd Floor, Raleigh, NC 27603 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Credit Union Investment Services | Raleigh | NC | 02/2008 | Present |
| State Employees' Credit Union | Raleigh | NC | 05/2003 | Present |
| Secu Brokerage Services | Raleigh | NC | 02/2008 | Present |
| Members Trust Company | Tampa | FL | 11/2008 | Present |
| Secu Life Insurance Company | Raleigh | NC | 09/2014 | Present |
STATE EMPLOYEES' CREDIT UNION. INVESTMENT RELATED BUSINESS. NATURE: FINANCIAL SERVICES. OSJ OFFICE ADDRESS: RALEIGH, NC. START DATE 5/2003. SECU LIFE INSURANCE COMPANY. INVESTMENT RELATED BUSINESS. ADDRESS: RALEIGH, NC. NATURE: LIFE INSURANCE. TITLE: AGENT. START DATE: 9/2014. DUTIES AND TIME (SOME DURING SECURITIES TRADING HOURS) AS REQUIRED IN CONJUNCTION WITH POSITION AT STATE EMPLOYEES' CREDIT UNION. CFJ FARMS LLC. INVESTMENT RELATED. ADDRESS: 7421 FOWLER ROAD, ZEBULON, NC 27597. NATURE: FARM RENTAL. TITLE: Treasurer . START DATE: 10/29/2023. 4 HOURS DEVOTED TO THE BUSINESS, DURING TRADING HOURS OR OTHERWISE. Name of Business: Jones Brothers Rental 7421 Fowler Rd Zebulon, NC 27597. Type of Business: Rental of Housing. Title: Co-member/Part Owner. Hours per Month Devoted: 2 Start Date: 10/29/2023 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, 2008. TITLE: TRUST REP.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-04-17 |
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