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801 Hillsborough Street 3Rd Floor, Raleigh, NC 27603 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-07-28 |
Branch Locations
503 Wilkesboro Blvd Ne, Wilkesboro, NC 28645 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mcdonalds | Granite Falls | NC | 06/2019 | 04/2021 |
| Lowes Hardware | Lenoir | NC | 05/2021 | 04/2022 |
| Cook Home Services Skyland Electric | Boone | NC | 05/2022 | 12/2024 |
| Unemployed | Hudson | NC | 12/2024 | 03/2025 |
| State Employees' Credit Union | Lenoir | NC | 03/2025 | Present |
| Secu Brokerage Services | Raleigh | NC | 04/2025 | Present |
| Secu Life Insurance Company | Raleigh | NC | 04/2025 | Present |
| Appalachian State University | Boone | NC | 06/2022 | 07/2024 |
| Caldwell Early College High School | Hudson | NC | 08/2017 | 05/2022 |
| Hudson Middle School | Hudson | NC | 03/2015 | 08/2017 |
| Credit Union Investment Services | 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 04/2025. 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 | 2025-07-28 |
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