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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 2025-08-18
  • NC RA
    APPROVED
    Since 2025-08-18

Branch Locations

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

Clemmons, NC • 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
State Employee's Credit Union Raleigh NC 12/2024 Present
Secu Brokerage Services Raleigh NC 04/2026 Present
Yadkin Valley Regional Career Academy Lexington NC 01/2015 12/2016
Winston Salem Christian School Winston Salem NC 01/2017 12/2017
North Davidson High School Lexington NC 01/2018 05/2018
First National Bank Clemmons NC 05/2018 10/2021
Davidson Davie Community College Thomasville NC 08/2020 07/2022
Unc Chapel Hill Chapel Hill NC 08/2022 12/2024
Credit Union Investment Services Raleigh NC 07/2025 Present
  • 12/2024 → Present
    State Employee's Credit Union
    Raleigh, NC
  • 04/2026 → Present
    Secu Brokerage Services
    Raleigh, NC
  • 01/2015 → 12/2016
    Yadkin Valley Regional Career Academy
    Lexington, NC
  • 01/2017 → 12/2017
    Winston Salem Christian School
    Winston Salem, NC
  • 01/2018 → 05/2018
    North Davidson High School
    Lexington, NC
  • 05/2018 → 10/2021
    First National Bank
    Clemmons, NC
  • 08/2020 → 07/2022
    Davidson Davie Community College
    Thomasville, NC
  • 08/2022 → 12/2024
    Unc Chapel Hill
    Chapel Hill, NC
  • 07/2025 → Present
    Raleigh, NC
Other Businesses

State Employees' Credit Union. Investment Related Business. Nature: Financial Services. OSJ Office Address: Raleigh, NC

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-15
  • S66 Uniform Combined State Law Examination
    2025-08-15

View on SEC IAPD

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