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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 2026-06-16
  • NC RA
    APPROVED
    Since 2026-06-16

Branch Locations

1746 East Main Street , Sylva, NC 28779 • 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 Employees' Credit Union Sylva NC 05/2026 Present
Secu Life Insurance Company Raleigh NC 05/2026 Present
Unemployed Hayesville NC 11/2025 05/2026
Secu Brokerage Services Raleigh NC 05/2026 Present
Cambridge Investment Research, Inc. Fairfield IA 06/2025 11/2025
Miller Well Drilling Brasstown NC 06/2022 06/2025
Fastenal Murphy NC 01/2022 05/2022
Hilti North America Jacksonville FL 12/2020 12/2021
Unemployed Hayesville NC 08/2020 11/2020
Sharp Electronic Knoxville TN 12/2019 07/2020
Recent Graduate Hayesville NC 06/2019 11/2019
Student Veteran Association Cullowhee NC 08/2015 05/2019
Credit Union Investment Services Raleigh NC 06/2026 Present
  • 05/2026 → Present
    State Employees' Credit Union
    Sylva, NC
  • 05/2026 → Present
    Secu Life Insurance Company
    Raleigh, NC
  • 11/2025 → 05/2026
    Unemployed
    Hayesville, NC
  • 05/2026 → Present
    Secu Brokerage Services
    Raleigh, NC
  • 06/2025 → 11/2025
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 06/2022 → 06/2025
    Miller Well Drilling
    Brasstown, NC
  • 01/2022 → 05/2022
    Fastenal
    Murphy, NC
  • 12/2020 → 12/2021
    Hilti North America
    Jacksonville, FL
  • 08/2020 → 11/2020
    Unemployed
    Hayesville, NC
  • 12/2019 → 07/2020
    Sharp Electronic
    Knoxville, TN
  • 06/2019 → 11/2019
    Recent Graduate
    Hayesville, NC
  • 08/2015 → 05/2019
    Student Veteran Association
    Cullowhee, NC
  • 06/2026 → Present
    Raleigh, NC
Other Businesses

1. AQUA IMPERIUM WATER WORKS, 92 Sawyer Cove Ter, Hayesville, NC 28904, United States, START DATE 02/2022, Owner, Construction/Labor, NIR, 10 HR/MO - 0 HR/MO TRADING SECU Life Insurance Company. Investment related business. Address: Raleigh, NC. Nature: life insurance. Title: Agent. Start date: 5/2026. Duties and time (some during securities trading hours) as required in conjunction with position at State Employees' Credit Union. State Employees' Credit Union. Investment related business. Nature: financial services. OSJ office address: Raleigh, NC. Title: Financial Advisory Services Specialist. Start date 5/2026. Duties: provide financial services to eligible members and provide opportunities for members to improve their economic and social condition.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-26
  • S66 Uniform Combined State Law Examination
    2025-05-26
Other Names
  • Steve Long

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