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801 Hillsborough Street 3Rd Floor, Raleigh, NC 27603 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-10-31 |
Branch Locations
2700 Macedonia Road, Cary, NC 27518 • United States
Cary, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-31 |
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