Joshua Frederick Mizell

Employer firm

Credit Union Investment Services CRD 144871

$111.0K regulatory AUM 36,300 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2009 → Present
  State Employees' Credit Union
  Greenville, NC
• 05/2012 → Present
  Secu Brokerage Services
  Raleigh, NC
• 08/2012 → Present
  Credit Union Investment Services
  Raleigh, NC
• 10/2014 → Present
  Secu Life Insurance Company
  Raleigh, NC
• 08/2016 → Present
  Members Trust Company
  Tampa, FL

Other Businesses

STATE EMPLOYEES' CREDIT UNION. INVESTMENT RELATED BUSINESS. NATURE: FINANCIAL SERVICES. OSJ OFFICE ADDRESS: RALEIGH, NC. TITLE: FINANCIAL ADVISORY SERVICES SPECIALIST. START DATE: 4/2009. DUTIES: PROVIDE FINANCIAL SERVICES TO ELIGIBLE MEMBERS AND PROVIDE OPPORTUNITIES FOR MEMBERS TO IMPROVE THEIR ECONOMIC AND SOCIAL CONDITION. JOSHUA F. MIZELL DBA J.F. MIZELL. INVESTMENT RELATED BUSINESS. ADDRESS 3262-E4 LANDMARK STREET, GREENVILLE, NC 27834. NATURE: RENTAL PROPERTY. TITLE: OWNER. START DATE: NOVEMBER 14, 2013. WILL DEVOTE APPROXIMATELY 4 HOURS PER MONTH TO OTHER BUSINESS, NONE DURING SECURITIES TRADING HOURS. DUTIES: SUPERVISION OF PROPERTY MANAGER. 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. JF Mizell Rentals. Address: 2905 Cedar Creek Rd, Unit C, Greenville, NC 27834. Nature: Rental property. Title: Owner. Start date: 4/28/2016. Devote approximately 5 hours per month to other business, none during securities trading hours. Duties: Supervise property manager. 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, 2016. TITLE: TRUST REP. J F Mizell Rentals. Address: 123 W. Victoria Ct Unit E, Greenville, NC 27834. Nature: Rental property. Title: Owner. Start date: 8/14/2017. Devote approximately 5 hours per month to other business, none during securities trading hours. Duties: Supervise property manager. J F Mizell Rentals. Investment related. Address: 1983 B Quail Ridge Rd, Greenville, NC 27858. Nature: Rental property. Title: owner. Start date: 3/31/2020. Devote approximately 5 hours per month to other business, none during trading hours. Duties: supervise property manager. R.E. Harris Masonry Contractor. Address: 2890 NC Hwy 33 West, Greenville, NC 27834. Nature: Construction and/or Trade. Title: Cost Accounting. Start date: 9/6/2021. Will devote approximately 30 hours per month to other business, none during securities trading hours. Duties: Analyzing the company's cost & preparing profit/loss statements for completed jobs.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-12-03
• S63 Uniform Securities Agent State Law Examination
  2012-08-04