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801 Hillsborough Street 3Rd Floor, Raleigh, NC 27603 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2013-02-19 |
Branch Locations
801 Hillsborough Street 3Rd Floor, Raleigh, NC 27603 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Employees' Credit Union | Raleigh | NC | 10/2007 | Present |
| Secu Brokerage Services | Raleigh | NC | 01/2013 | Present |
| Members Trust Company | Tampa | FL | 09/2012 | Present |
| Credit Union Investment Services | Raleigh | NC | 02/2013 | Present |
| Secu Life Insurance Company | Raleigh | NC | 09/2014 | Present |
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: SEPTEMBER, 2012. TITLE: TRUST REP. 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 UNI Business Name: Anthrocon Inc. Address: 150 Wrenn Dr Cary, NC 27511. Title: Director of Finance. Nature: Non-profit Organization. Duties: Cash office count, electronic sales reports, once annually in July. Start date: 7/2015. Hrs. mo/7. None during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-02-18 |
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