Joie Pittman White

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

• 02/2008 → Present
  State Employees' Credit Union
  Nags Head, NC
• 05/2012 → Present
  Secu Brokerage Services
  Raleigh, NC
• 10/2012 → Present
  Credit Union Investment Services
  Raleigh, NC
• 08/2013 → Present
  Members Trust Company
  Tampa, FL
• 10/2014 → Present
  State Employees' Credit Union
  Raleigh, NC

Other Businesses

STATE EMPLOYEES' CREDIT UNION. INVESTMENT RELATED BUSINESS. NATURE: FINANCIAL SERVICES. OSJ OFFICE ADDRESS: RALEIGH, NC. TITLE: Financial Advisory Services District Manager. START DATE: 2/18/2008. DUTIES: Supervise the offering of 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. Joie P. White. Investment related. Address: 1108 Cambridge Rd, Unit 307-I, Kill Devil Hills, NC 27948. Nature: Real estate/rental property. Title: Owner. Start date: 12/1/2020. Devote approximately 20 hours per month to other business, none during securities trading hours. Duties: manage rental property

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-02-11
• S63 Uniform Securities Agent State Law Examination
  2012-09-10

Other Names

• Joie Nicole Pittman