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Current Employers
Credit Union Investment Services

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2016-12-01
  • NC RA
    APPROVED
    Since 2016-12-01

Branch Locations

1000 Us Hwy 70 East, Hillsborough, NC 27278 • 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 08/2016 Present
Secu Life Insurance Company Raleigh NC 08/2016 Present
State Employees' Credit Union Chapel Hill NC 08/2007 Present
Credit Union Investment Services Raleigh NC 10/2016 Present
Members Trust Company Tampa FL 07/2022 Present
  • 08/2016 → Present
    Secu Brokerage Services
    Raleigh, NC
  • 08/2016 → Present
    Secu Life Insurance Company
    Raleigh, NC
  • 08/2007 → Present
    State Employees' Credit Union
    Chapel Hill, NC
  • 10/2016 → Present
    Raleigh, NC
  • 07/2022 → Present
    Members Trust Company
    Tampa, FL
Previous Registrations
Other Businesses

STATE EMPLOYEES' CREDIT UNION. INVESTMENT RELATED BUSINESS. NATURE: FINANCIAL SERVICES. OSJ OFFICE ADDRESS: RALEIGH, NC. TITLE: FINANCIAL ADVISORY SERVICES SPECIALIST. START DATE 8/2007. 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: 8/2016. DUTIES AND TIME (SOME DURING SECURITIES TRADING HOURS) AS REQUIRED IN CONJUNCTION WITH POSITION AT STATE EMPLOYEES' CREDIT UNION. Mary Kay. Not investment related. Address: 2986 Grassy Knoll Cir, Thomasville, NC 27360. Nature: Cosmetics sales. Title: Owner/Consultant. Start date: 2/14/2018. Devote no time per month to other business during business hours or otherwise. Duties: Sell cosmetics. Rental property. Shadow Valley Rd Condo, 2233 Shadow Valley Rd Unit B, High Point, NC 27265. Investment related. Nature: rental property. Title: Owner. Start date: 5/20/2019. Devote approximately 2 hours per month to other business, none during securities trading hours. Duties: authorize repairs/communicate with rental company. Rental property. Investment related. 2218 A Shadow Valley Rd, High Point, NC 27265. Nature: Real estate/rental property. Title: Owner. Start date 4/22/2021. Devote approximately 2 hours per month to other business, none during securities trading hours. Duties: Landlord. Rental property. Investment related. 2219 B Shadow Valley Rd, High Point, NC 27265. Nature: Real estate/rental property. Title: Owner. Start date 4/5/2021. Devote approximately 2 hours per month to other business, none during securities trading hours. Duties: Landlord. Members Trust Company. Investment related business. Nature: Trust Services. Address: 14025 Riveredge Drive, Suite 280, Tampa, FL 33637. Start date: July, 2022. Title: Trust Rep.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-12-01
S63 Uniform Securities Agent State Law Examination 2016-09-14
S66 Uniform Combined State Law Examination 2006-07-24
  • S65 Uniform Investment Adviser Law Examination
    2016-12-01
  • S63 Uniform Securities Agent State Law Examination
    2016-09-14
  • S66 Uniform Combined State Law Examination
    2006-07-24
Other Names
  • Chelsea Mckinne Hunt

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