Paul Wickliffe Cathey

Current Employers

Employment History

• 03/2010 → Present
  Secu Brokerage Services
  Raleigh, NC
• 09/2002 → Present
  State Employees' Credit Union
  Asheville, NC
• 06/2010 → Present
  Credit Union Investment Services
  Raleigh, NC
• 09/2012 → Present
  Members Trust Company
  Tampa, FL
• 09/2014 → 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: Financial Advisory Services. START DATE: 09/2002. 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: SEPTEMBER, 2012. TITLE: TRUST REP. RENTAL PROPERTY. ADDRESS: 765 JUSTICE RIDGE ROAD, CANDLER, NC 28715. NATURE: RENTAL PROPERTY. TITLE: OWNER. START DATE: 2006. DEVOTE 3 HOURS PER MONTH TO OTHER BUSINESS, NONE DURING SECURITIES TRADING HOURS. DUTIES: ACT AS PROPERTY MANAGER. SECU LIFE INSURANCE COMPANY. INVESTMENT RELATED BUSINESS. ADDRESS: RALEIGH, NC. NATURE: LIFE INSURANCE. TITLE: AGENT. START DATE: 9/2014. DUTIES AND TIME (SOME DURING SECURITIES TRADING HOURS) AS REQUIRED IN CONJUNCTION WITH POSITION AT STATE EMPLOYEES' CREDIT UNION.

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-10-06
• S63 Uniform Securities Agent State Law Examination
  2010-06-23