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801 Hillsborough Street 3Rd Floor, Raleigh, NC 27603 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-06-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Raleigh | NC | 10/2024 | 05/2025 |
| Wells Fargo Bank, Na | Raleigh | NC | 10/2023 | 05/2025 |
| Pinehurst Brewing Company | Pinehurst | NC | 07/2023 | 10/2023 |
| Bistro Roca | Blowing Rock | NC | 11/2022 | 07/2023 |
| Appalachian State University | Boone | NC | 08/2015 | 12/2022 |
| Reviver Construction | Orange | TX | 10/2020 | 05/2021 |
| Town Tavern Of Blowing Rock | Blowing Rock | NC | 08/2021 | 10/2022 |
| Dominos | Whispering Pines | NC | 05/2021 | 08/2021 |
| Dominos | Whispering Pines | NC | 05/2020 | 10/2020 |
| Lost Province Brewing Company | Boone | NC | 11/2019 | 03/2020 |
| Town Tavern Of Blowing Rock | Whispering Pines | NC | 05/2017 | 08/2017 |
| Town Tavern Blowing Rock | Blowing Rock | NC | 05/2018 | 08/2018 |
| Secu Brokerage Services | Raleigh | NC | 06/2025 | Present |
| Credit Union Investment Services | Raleigh | NC | 06/2025 | Present |
| State Employees' Credit Union | Durham | NC | 06/2025 | Present |
| Secu Life Insurance Company | Raleigh | NC | 06/2025 | Present |
State Employees' Credit Union. Investment related business. Nature: financial services. OSJ office address: Raleigh, NC. Title: Financial Advisory Services Specialist. Start date 6/2025. 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: 06/2025. Duties and time (some during securities trading hours) as required in conjunction with position at State Employees' Credit Union. Amazon Address: 440 Terry Ave Seattle, WA. 98109 Type of Business: Sales (Delivery of packages) Title: Driver Duties: Delivering packages Start Date: 10/25/2025 Website: www.flex.amazon.com Doordash Address: 303 2nd St Suite 800 San Francisco, CA 94107 Type of Business: Restaurant/Fast food Title: Driver Duties: Delivering food Start Date: 10/25/2025 Website: www.doordash.com
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-20 |
| S63 | Uniform Securities Agent State Law Examination | 2025-02-27 |
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