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 2014-06-12
  • NC RA
    APPROVED
    Since 2014-06-12

Branch Locations

1746 East Main St., Sylva, NC 28779 • 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 11/2013 Present
State Employees' Credit Union Sylva NC 04/2006 Present
Credit Union Investment Services Raleigh NC 03/2014 Present
Secu Life Insurance Company Raleigh NC 10/2014 Present
Members Trust Company Tampa FL 09/2015 Present
  • 11/2013 → Present
    Secu Brokerage Services
    Raleigh, NC
  • 04/2006 → Present
    State Employees' Credit Union
    Sylva, NC
  • 03/2014 → Present
    Raleigh, NC
  • 10/2014 → Present
    Secu Life Insurance Company
    Raleigh, NC
  • 09/2015 → Present
    Members Trust Company
    Tampa, FL
Other Businesses

STATE EMPLOYEES' CREDIT UNION. INVESTMENT RELATED BUSINESS. NATURE: FINANCIAL SERVICES. OSJ OFFICE ADDRESS: RALEIGH, NC. TITLE: FINANCIAL ADVISORY SERVICES SPECIALIST. START DATE 04/2006. DUTIES: PROVIDE FINANCIAL SERVICES TO ELIGIBLE MEMBERS AND PROVIDE OPPORTUNITIES FOR MEMBERS TO IMPROVE THEIR ECONOMIC AND SOCIAL CONDITION. 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. 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, 2015. TITLE: TRUST REP. Rental properties as follows: 35 Fisherman's Lane, Apts A, B, & C, Sylva NC 28778. Investment related. Start date: 8/2020. Title: Co-Owner. Duties: Properties are overseen by rental mgmt company, so I only get involved if there is a large repair needed. Hours devote per month to rentals is less than one. None during trading hours. Rental property: 431 Joe Mountain Rd Sylva, NC 28779 . Investment related. Start date: 03/24/2026 . Title: owner. Duties: as associated w/owning rental property. Hrs/mo. <1. None during trading hours. Compensation: $1200 per month Wreaths Across America Address: 68 Montana Dr Sylva, NC. 28779 Type of Business: Volunteer Title: None Duties: Request donations to purchase

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-06-12
S63 Uniform Securities Agent State Law Examination 2014-03-10
  • S65 Uniform Investment Adviser Law Examination
    2014-06-12
  • S63 Uniform Securities Agent State Law Examination
    2014-03-10
Other Names
  • Kyle Clayton

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Sylva, NC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor