Joshua Vick Davis

Current Employers

Employment History

• 02/2013 → Present
  Secu Brokerage Services
  Raleigh, NC
• 05/2008 → Present
  State Employees' Credit Union
  Raleigh, NC
• 05/2013 → Present
  Credit Union Investment Services
  Raleigh, NC
• 08/2014 → 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 District Manager. START DATE 05/2008. 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: AUGUST, 2014. TITLE: TRUST REP. 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. RENTAL PROPERTY. INVESTMENT RELATED. ADDRESS: 3148 SETTLE IN LN, RALEIGH, NC 27614. NATURE: RENTAL. TITLE: LANDLORD. START DATE: 12/2008. DEVOTE APPROXIMATELY 1 HOUR PER MONTH TO OTHER BUSINESS - NOT DURING SECURITIES TRADING HOURS. DUTIES: COLLECT RENT, UPKEEP, MAINTENANCE. Rental Property. Investment Related. Address: 1302 N. Lumina Ave. Unit A Wrightsville Beach, NC. 28480. Nature: Vacation rental. Title: Owner/landlord. Start Date: March 2023. Hours Per Month Devoted: 1 OTEMANU Broughton Investors LLC. Type of Business: LLC Member Interest. Duties: Voting Rights. Start Date: 12/02/2021. Hours devoted: 0

Exams

• S63 Uniform Securities Agent State Law Examination
  2013-05-02

Designations

Other Names

• Josh Davis
• Joshua V. Davis