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801 Hillsborough Street 3Rd Floor, Raleigh, NC 27603 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-04-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Citizens Investor Services | Raleigh | NC | 03/2016 | 08/2018 |
| Pnc Investments | Raleigh | NC | 08/2018 | 04/2023 |
| Charles Schwab & Co., Inc. | Raleigh | NC | 04/2023 | 04/2025 |
| State Employees' Credit Union | Raleigh | NC | 04/2025 | Present |
| Secu Brokerage Services | Raleigh | NC | 04/2025 | Present |
| Secu Life Insurance Company | Raleigh | NC | 04/2025 | Present |
| Credit Union Investment Services | Raleigh | NC | 04/2025 | Present |
State Employees' Credit Union. Investment Related Business. Nature: Financial Services. OSJ Office Address: Raleigh, NC SECU Life Insurance Company. Investment related business. Address: Raleigh, NC. Nature: life insurance. Title: Agent. Start date: 04/2025. Duties and time (some during securities trading hours) as required in conjunction with position at State Employees' Credit Union.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-23 |
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