Best Investors Account Sign in
Current Employers
Credit Union Investment Services

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2013-12-12
  • NC RA
    APPROVED
    Since 2013-12-12

Branch Locations

801 Hillsborough St 3Rd Floor, Raleigh, NC 27603 • 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 05/2013 Present
State Employees' Credit Union Burgaw NC 02/2010 Present
Credit Union Investment Services Raleigh NC 09/2013 Present
Members Trust Company Tampa FL 08/2014 Present
Secu Life Insurance Company Raleigh NC 09/2014 Present
  • 05/2013 → Present
    Secu Brokerage Services
    Raleigh, NC
  • 02/2010 → Present
    State Employees' Credit Union
    Burgaw, NC
  • 09/2013 → Present
    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 Specialist. START DATE 02/2010. DUTIES: PROVIDE 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. A&M English Farms, LLC. 185 Pilot House Dr., Wallace, NC 28466. Not investment related. Nature: chicken farm. Start date: 8/2019. Title: owner/business manager. Duties: Admin, payroll, accounting. Hrs/mo 15-20. None during trading hours. Pender Sheriff's Charitable Foundation Address: PO box 363 Hampstead, NC. 28443 Type of Business: Non-profit organization. Title: Assistant Treasurer Duties: Assist Treasurer with accounting, deposits, NPO & tax filings. Start Date: 09/16/2025 No compensation. Hours devoted per month: 8 Website: Pscfnc.org

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-12-12
S63 Uniform Securities Agent State Law Examination 2013-09-06
  • S65 Uniform Investment Adviser Law Examination
    2013-12-12
  • S63 Uniform Securities Agent State Law Examination
    2013-09-06
Other Names
  • Amanda Holder Morgan

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Raleigh, NC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor