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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 2025-08-14
  • NC RA
    APPROVED
    Since 2025-08-14

Branch Locations

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

Raleigh, 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
Wilks County High School Wilkesboro NC 08/2015 06/2019
Chick-Fil-A Wilkesboro NC 06/2017 03/2023
Whole Foods Market Cary NC 08/2021 05/2023
State Employees Credit Union Raleigh NC 05/2023 Present
Secu Brokerage Services Raleigh NC 04/2025 Present
Credit Union Investment Services Raleigh NC 06/2025 Present
  • 08/2015 → 06/2019
    Wilks County High School
    Wilkesboro, NC
  • 06/2017 → 03/2023
    Chick-Fil-A
    Wilkesboro, NC
  • 08/2021 → 05/2023
    Whole Foods Market
    Cary, NC
  • 05/2023 → Present
    State Employees Credit Union
    Raleigh, NC
  • 04/2025 → Present
    Secu Brokerage Services
    Raleigh, NC
  • 06/2025 → 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 2025-08-14
  • S66 Uniform Combined State Law Examination
    2025-08-14

View on SEC IAPD

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