Joseph Peter Bowman

Current Employers

Employment History

• 08/2021 → Present
  Secu Brokerage Services
  Raleigh, NC
• 08/2021 → Present
  Secu Life Insurance Company
  Raleigh, NC
• 10/2013 → Present
  State Employees' Credit Union
  Cary, NC
• 12/2021 → Present
  Credit Union Investment Services
  Raleigh, NC
• 08/2023 → 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 10/2013. 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: 8/2021. 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: August, 2023. Title: Trust Rep. Bear Branch Farm, 1223 Collington Dr., Cary NC 27511. Not investment related. Nature: Grocery & woodworking. Title: Manager. Start date: 9/2021. Duties: Selling produce and woodworking at local farmer's markets. Hours per month devoted to other business: 20. None during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-04-05
• S63 Uniform Securities Agent State Law Examination
  2021-12-03