Kathy Bivens York

Current Employers

Employment History

• 08/1996 → Present
  State Employees' Credit Union
  Arden, NC
• 10/2011 → Present
  Secu Brokerage Services
  Raleigh, NC
• 02/2012 → Present
  Credit Union Investment Services
  Raleigh, Nc, NC
• 08/2013 → 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: AUGUST, 1996. 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: AUGUST, 2013. 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. The Third Quarter, LLC, 23 Mallory Meadow Ct., Arden, NC 28704. Not investment related. Nature: music group. Start date: 9/2017. Title/duties: partner and musician in music group. Hrs/mo. 16-20. None during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-04-09
• S63 Uniform Securities Agent State Law Examination
  2012-02-03

Other Names

• Kathy Elizabeth Bivens