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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 2026-03-10
  • NC RA
    APPROVED
    Since 2026-03-10

Branch Locations

200 Tilghman Dr, Dunn, NC 28334 • 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
State Employees' Credit Union Dunn NC 05/2024 Present
Secu Life Insurance Company Raleigh NC 11/2025 Present
Secu Brokerage Services Raleigh NC 12/2025 Present
Rose & Graham Funeral Home Inc. Benson NC 07/2021 Present
Food Lion Benson NC 02/2021 07/2021
Campbell University Buies Creek NC 08/2021 12/2025
South Johnston High School Four Oaks NC 08/2017 06/2021
Meadow School Benson NC 11/2015 06/2017
Atlantic Resources Inc. Smithfield NC 05/2019 08/2019
Credit Union Investment Services Raleigh NC 02/2026 Present
  • 05/2024 → Present
    State Employees' Credit Union
    Dunn, NC
  • 11/2025 → Present
    Secu Life Insurance Company
    Raleigh, NC
  • 12/2025 → Present
    Secu Brokerage Services
    Raleigh, NC
  • 07/2021 → Present
    Rose & Graham Funeral Home Inc.
    Benson, NC
  • 02/2021 → 07/2021
    Food Lion
    Benson, NC
  • 08/2021 → 12/2025
    Campbell University
    Buies Creek, NC
  • 08/2017 → 06/2021
    South Johnston High School
    Four Oaks, NC
  • 11/2015 → 06/2017
    Meadow School
    Benson, NC
  • 05/2019 → 08/2019
    Atlantic Resources Inc.
    Smithfield, NC
  • 02/2026 → Present
    Raleigh, NC
Other Businesses

State Employees' Credit Union. Investment related business. Nature: financial services. OSJ office address: Raleigh, NC. Title: Financial Advisory Services Specialist. Start date 12/2025. 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: 12/2025. Duties and time (some during securities trading hours) as required in conjunction with position at State Employees' Credit Union.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-10
  • S66 Uniform Combined State Law Examination
    2026-03-10

View on SEC IAPD

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