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801 Hillsborough Street 3Rd Floor, Raleigh, NC 27603 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2012-05-16 |
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 | 09/2011 | Present |
| Secu Brokerage Services | Raleigh | NC | 03/2012 | Present |
| Credit Union Investment Services | Raleigh | NC | 04/2012 | Present |
| Secu Life Insurance Company | Raleigh | NC | 09/2014 | Present |
| Lyft, Inc | San Francisco | CA | 07/2017 | 06/2019 |
| Uber Technologies, Inc. | San Francisco | CA | 07/2017 | 06/2019 |
| Members Trust Company | Tampa | FL | 10/2019 | 11/2022 |
STATE EMPLOYEES' CREDIT UNION. INVESTMENT RELATED BUSINESS. NATURE: FINANCIAL SERVICES. OSJ OFFICE ADDRESS: RALEIGH, NC. 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. Power of Attorney for Mother, 194 Furney Pearce Rd., Zebulon NC 27597. Not investment related. Title: Attorney in Fact. Start date: 12/2020. Duties: Take care of banking. Hrs devoted per month: 2. None during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-05-15 |
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