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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 2025-11-17
  • NC RA
    APPROVED
    Since 2025-11-17

Branch Locations

Cary, NC • United States

801 Hillsborough St 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
Polar Ice Nc Raleigh NC 02/2022 Present
Polar Ice Nc Raleigh NC 03/2017 03/2020
Green Hope High School Cary NC 08/2017 06/2021
Davis Drive Middle School Cary NC 08/2014 06/2017
Wake Technical Community College Raleigh NC 08/2021 12/2022
Nc State University Raleigh NC 01/2023 12/2024
Justice Raleigh NC 10/2019 08/2020
Publix Cary NC 08/2020 04/2021
Peak City Sitters Cary NC 04/2021 03/2024
Peak City Puppy Apex NC 07/2022 08/2022
Starbucks Cary NC 10/2021 02/2024
Enterprise Mobility Raleigh NC 05/2024 02/2025
Sportsmedia Technology Durham NC 08/2024 Present
Equitable Advisors, Llc New York NY 10/2025 11/2025
State Employees' Credit Union Raleigh NC 11/2025 Present
Credit Union Investment Services Raleigh NC 11/2025 Present
Secu Brokerage Services Raleigh NC 11/2025 Present
  • 02/2022 → Present
    Polar Ice Nc
    Raleigh, NC
  • 03/2017 → 03/2020
    Polar Ice Nc
    Raleigh, NC
  • 08/2017 → 06/2021
    Green Hope High School
    Cary, NC
  • 08/2014 → 06/2017
    Davis Drive Middle School
    Cary, NC
  • 08/2021 → 12/2022
    Wake Technical Community College
    Raleigh, NC
  • 01/2023 → 12/2024
    Nc State University
    Raleigh, NC
  • 10/2019 → 08/2020
    Justice
    Raleigh, NC
  • 08/2020 → 04/2021
    Publix
    Cary, NC
  • 04/2021 → 03/2024
    Peak City Sitters
    Cary, NC
  • 07/2022 → 08/2022
    Peak City Puppy
    Apex, NC
  • 10/2021 → 02/2024
    Starbucks
    Cary, NC
  • 05/2024 → 02/2025
    Enterprise Mobility
    Raleigh, NC
  • 08/2024 → Present
    Sportsmedia Technology
    Durham, NC
  • 10/2025 → 11/2025
    New York, NY
  • 11/2025 → Present
    State Employees' Credit Union
    Raleigh, NC
  • 11/2025 → Present
    Raleigh, NC
  • 11/2025 → Present
    Secu Brokerage Services
    Raleigh, NC
Previous Registrations
Other Businesses

SportsMedia Technology, Duham, NC, August 2024 to Present, NHL Broadcast Operator, not investment related. Polar Ice NC, Raleigh, NC, February 2022 to Present, Ice Skating Coach, 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 2025-08-12
  • S66 Uniform Combined State Law Examination
    2025-08-12
Other Names
  • Megan Daniel

View on SEC IAPD

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