Jamie Taylor Hodges

Employer firm

Credit Union Investment Services CRD 144871

$111.0K regulatory AUM 36,300 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Credit Union Investment Services

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

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2022-06-24

NC RA
APPROVED

Since 2022-06-24

Branch Locations

Chapel Hill, NC • United States

801 Hillsborough St, 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

Organization	City	State	From	To
Secu Brokerage Services	Raleigh	NC	02/2022	Present
Secu Life Insurance Company	Raleigh	NC	02/2022	Present
State Employees' Credit Union	Raleigh	NC	11/2015	Present
Credit Union Investment Services	Raleigh	NC	05/2022	Present

02/2022 → Present

Secu Brokerage Services

Raleigh, NC
02/2022 → Present

Secu Life Insurance Company

Raleigh, NC
11/2015 → Present

State Employees' Credit Union

Raleigh, NC
05/2022 → Present

Credit Union Investment Services

Raleigh, NC

Other Businesses

State Employees' Credit Union. Investment Related Business. Nature: Financial Services. OSJ Office Address: Raleigh, NC. SECU LIFE INSURANCE COMPANY. INVESTMENT RELATED BUSINESS. ADDRESS: RALEIGH, NC. NATURE: LIFE INSURANCE. TITLE: AGENT. START DATE: 2/2022. DUTIES AND TIME (SOME DURING SECURITIES TRADING HOURS) AS REQUIRED IN CONJUNCTION WITH POSITION AT STATE EMPLOYEES' CREDIT UNION.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-06-24

S66 Uniform Combined State Law Examination

2022-06-24

Other Names

Jamie Taylor Byrd

View on SEC IAPD