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Current Employers
Credit Union Investment Services

801 Hillsborough Street 3Rd Floor, Raleigh, NC 27603 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2020-12-10
  • NC RA
    APPROVED
    Since 2020-12-10

Branch Locations

615 Millwood School Rd, Greensboro, NC 27409 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Secu Brokerage Services Raleigh NC 03/2020 Present
Secu Life Insurance Company Raleigh NC 03/2020 Present
State Employees' Credit Union Greensboro NC 10/2012 Present
Credit Union Investment Services Raleigh NC 10/2020 Present
Members Trust Company Tampa FL 07/2022 Present
  • 03/2020 → Present
    Secu Brokerage Services
    Raleigh, NC
  • 03/2020 → Present
    Secu Life Insurance Company
    Raleigh, NC
  • 10/2012 → Present
    State Employees' Credit Union
    Greensboro, NC
  • 10/2020 → Present
    Raleigh, NC
  • 07/2022 → 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 10/2012. DUTIES: PROVIDE FINANCIAL SERVICES TO ELIGIBLE MEMBERS AND PROVIDE OPPORTUNITIES FOR MEMBERS TO IMPROVE THEIR ECONOMIC AND SOCIAL CONDITION SECU LIFE INSURANCE COMPANY. INVESTMENT RELATED BUSINESS. ADDRESS: RALEIGH, NC. NATURE: LIFE INSURANCE. TITLE: AGENT. START DATE: 3/2020. DUTIES AND TIME (SOME DURING SECURITIES TRADING HOURS) AS REQUIRED IN CONJUNCTION WITH POSITION AT STATE EMPLOYEES' CREDIT UNION. Members Trust Company. Investment related business. Nature: Trust Services. Address: 14025 Riveredge Drive, Suite 280, Tampa, FL 33637. Start date: July, 2022. Title: Trust Rep. CJML Ventures LLC (DBA Crawlerlive.com) Address: 428 Drayton Park Dr Kernersville, NC. 27284 Type of business: Sales Title: Founding Manager Duties: Sales, Tax accounting, Customer account management. Start Date: 07/06/2025 Hours Devoted: 8-10 hrs per Month

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-12-10
S63 Uniform Securities Agent State Law Examination 2020-10-06
  • S65 Uniform Investment Adviser Law Examination
    2020-12-10
  • S63 Uniform Securities Agent State Law Examination
    2020-10-06
Other Names
  • Jenna Brooke Tucker

View on SEC IAPD

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