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Joseph Earl Barnes

Credit Union Investment Services

Raleigh, 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 2022-06-13
  • NC RA
    APPROVED
    Since 2022-06-13

Branch Locations

801 Hillsborough St. 3Rd Floor, Raleigh, NC 27603 • 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
State Employees' Credit Union Raleigh NC 11/2020 Present
Secu Brokerage Services Raleigh NC 01/2022 Present
Secu Life Insurance Company Raleigh NC 01/2022 Present
Ground Game Raleigh NC 08/2020 11/2020
Fidelity Investments Raleigh NC 07/2020 08/2020
State Employees' Credit Union Raleigh NC 08/2019 05/2020
University Of North Carolina At Chapel Hill Chapel Hill NC 05/2017 08/2019
Motlow State Community College Tullahoma TN 01/2016 05/2017
Credit Union Investment Services Raleigh NC 05/2022 Present
Members Trust Company Tampa FL 10/2024 Present
  • 11/2020 → Present
    State Employees' Credit Union
    Raleigh, NC
  • 01/2022 → Present
    Secu Brokerage Services
    Raleigh, NC
  • 01/2022 → Present
    Secu Life Insurance Company
    Raleigh, NC
  • 08/2020 → 11/2020
    Ground Game
    Raleigh, NC
  • 07/2020 → 08/2020
    Fidelity Investments
    Raleigh, NC
  • 08/2019 → 05/2020
    State Employees' Credit Union
    Raleigh, NC
  • 05/2017 → 08/2019
    University Of North Carolina At Chapel Hill
    Chapel Hill, NC
  • 01/2016 → 05/2017
    Motlow State Community College
    Tullahoma, TN
  • 05/2022 → Present
    Raleigh, NC
  • 10/2024 → Present
    Members Trust Company
    Tampa, FL
Other Businesses

State Employees' Credit Union. Investment Related Business. Nature: Financial Services. OSJ Office Address: Raleigh, NC. Start date: 11/2020. SECU LIFE INSURANCE COMPANY. INVESTMENT RELATED BUSINESS. ADDRESS: RALEIGH, NC. NATURE: LIFE INSURANCE. TITLE: AGENT. START DATE: 1/2022. DUTIES AND TIME (SOME DURING SECURITIES TRADING HOURS) AS REQUIRED IN CONJUNCTION WITH POSITION AT STATE EMPLOYEES' CREDIT UNION. Members Trust Company. Investment related business. Nature: Trust Services. Address: 14025 Riveredge Drive, Suite 280, Tampa, FL 33637. Start date: 10/2024 . Title: Trust Rep. Granville County Community Foundation Address: 3737 Glenwood Ave. Suite 460 Raleigh, NC. 27612 Type of Business: Non-Profit Organization Title: Affiliate Advisory Board Member Duties: Inspire philanthropy in the community. Educate, inform, promote members about the local foundation's work Assist in Grant making. Start Date: 04/01/2026 Hours Per Month: 1

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-06-11
  • S66 Uniform Combined State Law Examination
    2022-06-11
Other Names
  • Joe Barnes

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