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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

Raleigh, NC • United States

801 Hillsborough Street 3Rd Floor, Raleigh, NC 27603 • 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
Rolesville High School Rolesville NC 06/2016 05/2017
Granite Falls Rolesville NC 05/2017 08/2018
Ncfc Raleigh NC 04/2017 06/2019
Lowes Food Raleigh NC 07/2019 04/2020
Amazon Raleigh NC 03/2020 11/2020
Nancy's Pizza Raleigh NC 01/2021 09/2021
Doordash Raleigh NC 05/2020 Present
State Employees Credit Union Raleigh NC 06/2022 Present
Secu Brokerage Services Raleigh NC 05/2025 Present
Millbrook High School Raleigh NC 06/2017 06/2020
Credit Union Investment Services Raleigh NC 06/2025 Present
  • 06/2016 → 05/2017
    Rolesville High School
    Rolesville, NC
  • 05/2017 → 08/2018
    Granite Falls
    Rolesville, NC
  • 04/2017 → 06/2019
    Ncfc
    Raleigh, NC
  • 07/2019 → 04/2020
    Lowes Food
    Raleigh, NC
  • 03/2020 → 11/2020
    Amazon
    Raleigh, NC
  • 01/2021 → 09/2021
    Nancy's Pizza
    Raleigh, NC
  • 05/2020 → Present
    Doordash
    Raleigh, NC
  • 06/2022 → Present
    State Employees Credit Union
    Raleigh, NC
  • 05/2025 → Present
    Secu Brokerage Services
    Raleigh, NC
  • 06/2017 → 06/2020
    Millbrook High School
    Raleigh, NC
  • 06/2025 → Present
    Raleigh, NC
Other Businesses

Door Dash -Address 6413 Roles Saddle Drive, Rolesville, NC 27571 -Type-Food Delivery -Title-Driver - Duties- Delivery of food and grocery to customers. -Not an officer, director or check writing authority. -Compensation- $25/hr -Start Date- 05/24/2020-Is not investment related. 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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