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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 2009-06-11
  • NC RA
    APPROVED
    Since 2009-06-11

Branch Locations

10411 Arahova Drive , Huntersville, NC 28078 • 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
Secu Brokerage Services Raleigh NC 02/2009 Present
State Employees' Credit Union Huntersville NC 03/2005 Present
Credit Union Investment Services Raleigh NC 04/2009 Present
Members Trust Company Tampa FL 10/2010 Present
Secu Life Insurance Company Raleigh NC 10/2014 Present
  • 02/2009 → Present
    Secu Brokerage Services
    Raleigh, NC
  • 03/2005 → Present
    State Employees' Credit Union
    Huntersville, NC
  • 04/2009 → Present
    Raleigh, NC
  • 10/2010 → Present
    Members Trust Company
    Tampa, FL
  • 10/2014 → Present
    Secu Life Insurance Company
    Raleigh, NC
Other Businesses

STATE EMPLOYEES' CREDIT UNION. INVESTMENT RELATED BUSINESS. NATURE: FINANCIAL SERVICES. OSJ OFFICE ADDRESS: RALEIGH, NC. TITLE: Regional VP. START DATE 3/2005. DUTIES: SUPERVISE THE OFFERING OF FINANCIAL SERVICES TO ELIGIBLE MEMBERS AND PROVIDE OPPORTUNITIES FOR MEMBERS TO IMPROVE THEIR ECONOMIC AND SOCIAL CONDITION. MEMBERS TRUST COMPANY. INVESTMENT RELATED BUSINESS. NATURE: TRUST SERVICES. ADDRESS: 14025 RIVEREDGE DRIVE, SUITE 280, TAMPA, FL 33637. SPEND APPROXIMATELY 1% OF TIME CONDUCTING MTC BUSINESS. START DATE: OCTOBER, 2010. TITLE: TRUST REP. SECU LIFE INSURANCE COMPANY. INVESTMENT RELATED BUSINESS. ADDRESS: RALEIGH, NC. NATURE: LIFE INSURANCE. TITLE: AGENT. START DATE: 10/2014. DUTIES AND TIME (SOME DURING SECURITIES TRADING HOURS) AS REQUIRED IN CONJUNCTION WITH POSITION AT STATE EMPLOYEES' CREDIT UNION. Rental Property Address: 2556 Orion Loop Myrtle Beach, SC. 29577 Type of Business: Real Estate/Rental Property Title: Owner Duties: Repairs, collecting rent payment Start Date: Dec 1, 2025 Hour per Month: 2

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-06-10
S63 Uniform Securities Agent State Law Examination 2009-04-08
  • S65 Uniform Investment Adviser Law Examination
    2009-06-10
  • S63 Uniform Securities Agent State Law Examination
    2009-04-08
Designations
Other Names
  • Julia A. Link
  • Ioulia Bouzova Link

View on SEC IAPD

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