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801 Hillsborough Street 3Rd Floor, Raleigh, NC 27603 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-09-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wegmans Food Markets | Chapel Hill | NC | 01/2021 | 10/2021 |
| Crafty Crab | Charlotte | NC | 10/2019 | 03/2020 |
| A Cleaner World | Chapel Hill | NC | 06/2018 | 08/2019 |
| Harris Teeter | Cary | NC | 02/2015 | 04/2018 |
| Panera Bread | Columbia | SC | 10/2017 | 03/2018 |
| University Of South Carolina Bookstore (Barnes & Noble) | Columbia | SC | 09/2016 | 12/2016 |
| Fidelity Investments | Durham | NC | 10/2021 | 12/2024 |
| University Of South Carolina | Columbia | SC | 08/2016 | 05/2018 |
| Central Carolina Community College | Pittsboro | NC | 08/2018 | 05/2019 |
| University Of North Carolina At Charlotte | Charlotte | NC | 08/2019 | 08/2021 |
| State Employees' Credit Union | Raleigh | NC | 04/2025 | Present |
| Secu Brokerage Services | Raleigh | NC | 04/2025 | Present |
| Credit Union Investment Services | Raleigh | NC | 04/2025 | Present |
| Unemployed | Durham | NC | 12/2024 | 04/2025 |
State Employees' Credit Union. Investment Related Business. Nature: Financial Services. OSJ Office Address: Raleigh, NC
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-04 |
| S63 | Uniform Securities Agent State Law Examination | 2022-02-11 |
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