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Christina Leigh Bormann Scagnelli

Credit Union Investment Services

Cary, NC

Cary, NC

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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 2024-10-31
  • NC RA
    APPROVED
    Since 2024-10-31

Branch Locations

2700 Macedonia Road, Cary, NC 27518 • United States

Cary, NC • 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 11/2021 Present
Secu Life Insurance Company Raleigh NC 11/2021 Present
State Employees' Credit Union Cary NC 11/2012 Present
Credit Union Investment Services Raleigh NC 09/2024 Present
  • 11/2021 → Present
    Secu Brokerage Services
    Raleigh, NC
  • 11/2021 → Present
    Secu Life Insurance Company
    Raleigh, NC
  • 11/2012 → Present
    State Employees' Credit Union
    Cary, NC
  • 09/2024 → Present
    Raleigh, NC
Other Businesses

STATE EMPLOYEES' CREDIT UNION. INVESTMENT RELATED BUSINESS. NATURE: FINANCIAL SERVICES. OSJ OFFICE ADDRESS: RALEIGH, NC. TITLE: FINANCIAL SERVICES OFFICER. START DATE 11/2012. SPEND APPROXIMATELY 95% OF TIME CONDUCTING SECU BUSINESS. 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: 11/2021. DUTIES AND TIME (SOME DURING SECURITIES TRADING HOURS) AS REQUIRED IN CONJUNCTION WITH POSITION AT STATE EMPLOYEES' CREDIT UNION. Christina and Daniel Scagnelli Rental property. Investment related. Address: 423 St Andrews Rd, Beech Mountain NC 28604. Nature: rental property. Title: Owner. Start date: 7/2021. Devote approximately 2-3 hours per month to other business, none during securities trading hours. Duties: maintain property, pay monthly bills.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-31
  • S66 Uniform Combined State Law Examination
    2024-10-31
Other Names
  • Christina Leigh Bormann

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