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801 Hillsborough Street 3Rd Floor, Raleigh, NC 27603 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-06-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Employees' Credit Union | Clemmons | NC | 07/2022 | Present |
| Amerilife | Winston Salem | NC | 05/2021 | 07/2022 |
| Yadkin County Emergency Services | Yadkinville | NC | 03/2014 | 02/2022 |
| Secu Life Insurance Company | Raleigh | NC | 07/2022 | Present |
| Secu Brokerage Services | Raleigh | NC | 11/2025 | Present |
| Credit Union Investment Services | Raleigh | NC | 04/2026 | Present |
SECU Life Insurance Company. Investment related business. Address: Raleigh, NC. Nature: life insurance. Title: Agent. Start date: 11/2025. Duties and time (some during securities trading hours) as required in conjunction with position at State Employees' Credit Union. State Employees' Credit Union. Investment related business. Nature: financial services. OSJ office address: Raleigh, NC. Title: Financial Advisory Services Specialist. Start date 11/2025. Duties: provide financial services to eligible members and provide opportunities for members to improve their economic and social condition.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-22 |
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