Cody Charles Mccollem

Current Employers

Employment History

• 06/2022 → Present
  Secu Brokerage Services
  Raleigh, NC
• 06/2022 → Present
  Secu Life Insurance Company
  Raleigh, NC
• 09/2014 → Present
  State Employees' Credit Union
  Madison, NC
• 08/2011 → 02/2019
  Pf Chang's
  Greensboro, NC
• 11/2022 → Present
  Credit Union Investment Services
  Raleigh, NC
• 07/2023 → Present
  Members Trust Company
  Tampa, FL

Other Businesses

STATE EMPLOYEES' CREDIT UNION. INVESTMENT RELATED BUSINESS. NATURE: FINANCIAL SERVICES. OSJ OFFICE ADDRESS: RALEIGH, NC. TITLE: FINANCIAL ADVISORY SERVICES. START DATE 9/2014. 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: 6/2022. DUTIES AND TIME (SOME DURING SECURITIES TRADING HOURS) AS REQUIRED IN CONJUNCTION WITH POSITION AT STATE EMPLOYEES' CREDIT UNION. DJ Services, 4052 Dodgetown Rd. Walnut Cove, NC. 27052 Purpose: for various meetings and events. Start Date: 09/01/2023. Hours per month: varies Compensation: Varies per event. Hours which are Investment related: none. Members Trust Company. Investment related business. Nature: Trust Services. Address: 14025 Riveredge Drive, Suite 280, Tampa, FL 33637. Start date: July, 2023. Title: Trust Rep.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-01-09
• S63 Uniform Securities Agent State Law Examination
  2022-11-28