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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 2021-06-29
  • NC RA
    APPROVED
    Since 2021-06-29

Branch Locations

801 Hillsborough St 3Rd Floor, Raleigh, NC 27603 • 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 02/2021 Present
Secu Life Insurance Company Raleigh NC 02/2021 Present
State Employees' Credit Union Raleigh NC 01/2013 Present
Credit Union Investment Services Raleigh NC 05/2021 Present
  • 02/2021 → Present
    Secu Brokerage Services
    Raleigh, NC
  • 02/2021 → Present
    Secu Life Insurance Company
    Raleigh, NC
  • 01/2013 → Present
    State Employees' Credit Union
    Raleigh, NC
  • 05/2021 → Present
    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 1/2013. 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: 2/2021. DUTIES AND TIME (SOME DURING SECURITIES TRADING HOURS) AS REQUIRED IN CONJUNCTION WITH POSITION AT STATE EMPLOYEES' CREDIT UNION. Rental property, 5007 Tall Pines Ct., Raleigh, NC 27609. Investment related. Title: JTWROS owner. Start date: 11/2021. Duties: none. No hrs/mo devoted to this business. SPNJ Courier Services, LLC. 5605 Soft Wind Dr., Fuquay Varina NC 27526. Not investment related. Title: owner. Start date: 2/2022. Duties: manage business account and payroll. Hrs/mo devoted to business:10. Resilient Mentees, Inc. Address: 5605 Soft Wind Dr Fuquay Varina, NC. 27526 Type of Business: Non-Profit Title: CEO Duties: Educating and guiding foster children through high school, Overseeing daily operation of the organization, Directing grant writers to seek grants, when applicable, Implementing an internship program. Start Date: 12/04/2025 Hours Worked Per month: 15

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-06-29
S63 Uniform Securities Agent State Law Examination 2021-03-26
  • S65 Uniform Investment Adviser Law Examination
    2021-06-29
  • S63 Uniform Securities Agent State Law Examination
    2021-03-26
Other Names
  • Paula Joseph
  • Paula Joseph Telman

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