Best Investors Account Sign in

Lauren Lengefeld Medlin

Credit Union Investment Services

Cary, NC

Claim This Profile
Current Employers
Credit Union Investment Services

801 Hillsborough Street 3Rd Floor, Raleigh, NC 27603 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2011-04-15
  • NC RA
    APPROVED
    Since 2011-04-15

Branch Locations

531 Walnut St, Cary, NC 27511 • 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 09/2010 Present
State Employees' Credit Union Cary NC 02/2005 Present
Credit Union Investment Services Raleigh NC 12/2010 Present
Members Trust Company Tampa FL 09/2012 Present
Secu Life Insurance Company Raleigh NC 10/2014 Present
  • 09/2010 → Present
    Secu Brokerage Services
    Raleigh, NC
  • 02/2005 → Present
    State Employees' Credit Union
    Cary, NC
  • 12/2010 → Present
    Raleigh, NC
  • 09/2012 → 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: Financial Advisory Services District Manager. START DATE 02/2005. 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: SEPTEMBER, 2012. 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. Spouse's rental property, 2146 Charles Street, Durham, NC 27707. Nature: Rental property. Title: Spouse of owner. Start date: 7/2018. Devote no time to outside business during securities trading hours or otherwise. Duties: None

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-04-14
S63 Uniform Securities Agent State Law Examination 2010-11-08
  • S65 Uniform Investment Adviser Law Examination
    2011-04-14
  • S63 Uniform Securities Agent State Law Examination
    2010-11-08
Other Names
  • Lauren Kathleen Lengefeld

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Cary, NC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor