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801 Hillsborough Street 3Rd Floor, Raleigh, NC 27603 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2018-01-23 |
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 |
|---|---|---|---|---|
| State Employees' Credit Union | Raleigh | NC | 10/2017 | Present |
| Secu Brokerage Services | Raleigh | NC | 01/2018 | Present |
| Credit Union Investment Services | Raleigh | NC | 01/2018 | Present |
| Members Trust Company | Tampa | FL | 11/2017 | Present |
| Unemployed | Raleigh | NC | 06/2014 | 10/2017 |
State Employees' Credit Union. Investment Related Business. Nature: Financial Services. OSJ Office Address: Raleigh, NC. 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, 2017. TITLE: TRUST REP. SECU LIFE INSURANCE COMPANY. INVESTMENT RELATED BUSINESS. ADDRESS: RALEIGH, NC. NATURE: LIFE INSURANCE. TITLE: AGENT. START DATE: 1/2018. DUTIES AND TIME (SOME DURING SECURITIES TRADING HOURS) AS REQUIRED IN CONJUNCTION WITH POSITION AT STATE EMPLOYEES' CREDIT UNION. Rodan & Fields, 60 Spear St., San Francisco, CA 94105. Not investment related. Independent Consultant, Skin care sales. Start date: 1/2016. Sell to family & friends. Hrs/mo. 10-15, none during trading hours. Usborne Books, 5402 South 122nd East Ave., Tulsa OK 74146. Not investment related. Book sales. Independent Consultant, sell to family & friends. Start date: 9/2016. Hrs/mo. 5-8. None during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-03-05 |
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