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801 Hillsborough Street 3Rd Floor, Raleigh, NC 27603 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-09-18 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First National Bank | Wilmington | NC | 01/2016 | 11/2018 |
| Unemployed | Wilmington | NC | 12/2018 | 04/2019 |
| Provantage Corp | Raleigh | NC | 05/2019 | 10/2019 |
| Ethan Allen Inc | Wilmington | NC | 11/2019 | 03/2020 |
| Unemployed | Wilmington | NC | 04/2020 | 12/2020 |
| Ppd Thermo-Fisher | Wilmington | NC | 01/2021 | 12/2021 |
| Sherwin Williams | Wilmington | NC | 02/2022 | 07/2022 |
| State Employees' Credit Union | Wilmington | NC | 07/2022 | Present |
| Secu Brokerage Services | Raleigh | NC | 04/2025 | Present |
| Secu Life Insurance Company | Raleigh | NC | 04/2025 | Present |
| Credit Union Investment Services | Raleigh | NC | 07/2025 | Present |
State Employees' Credit Union. Investment related business. Nature: financial services. OSJ office address: Raleigh, NC. Title: Financial Advisory Services Specialist. Start date 4/2025. 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: 04/2025. Duties and time (some during securities trading hours) as required in conjunction with position at State Employees' Credit Union.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-12 |
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