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801 Hillsborough Street 3Rd Floor, Raleigh, NC 27603 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-04-11 |
Branch Locations
1742 Wilkesboro Rd. N, Statesville, NC 28625 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services Llc | Charlotte | NC | 03/2022 | 03/2024 |
| Appalachian State University | Boone | NC | 01/2018 | 12/2021 |
| Us Census Bureau | Boone | NC | 08/2020 | 09/2020 |
| A Cleaner World | Boone | NC | 03/2017 | 11/2021 |
| A Cleaner World | Hickory | NC | 02/2022 | 03/2022 |
| Walmart | Boone | NC | 11/2020 | 11/2020 |
| Fairvalue | Granite Falls | NC | 03/2015 | 03/2017 |
| Hollowell Home Improvement, Llc | Hildebran | NC | 01/2022 | 12/2023 |
| State Employees' Credit Union | Statesville | NC | 03/2024 | Present |
| Secu Life Insurance Company | Raleigh | NC | 04/2024 | Present |
| Credit Union Investment Services | Raleigh | NC | 04/2024 | Present |
| Secu Brokerage Services | Raleigh | NC | 04/2024 | Present |
SECU Life Insurance Company. Investment related business. Address: Raleigh, NC. Nature: life insurance. Title: Agent. Start date: 04/2024. Duties and time (some during securities trading hours) as required in conjunction with position at State Employees' Credit Union. State Employees' Credit Union. Investment related business. Nature: financial services. OSJ office address: Raleigh, NC. Title: Financial Advisory Services Specialist. Start date 04/2024 Duties: provide financial services to eligible members and provide opportunities for members to improve their economic and social condition.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-20 |
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