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801 Hillsborough Street 3Rd Floor, Raleigh, NC 27603 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-12-20 |
Branch Locations
221 Enola Rd, Morganton, NC 28655 • United States
411 Malcolm Blvd, Rutherford College, NC 28671 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Secu Brokerage Services | Raleigh | NC | 08/2022 | Present |
| Secu Life Insurance Company | Raleigh | NC | 08/2022 | Present |
| State Employees' Credit Union | Rutherford College | NC | 12/2009 | Present |
| Members Trust Company | Tampa | FL | 10/2014 | Present |
| Credit Union Investment Services | Raleigh | NC | 11/2022 | Present |
State Employees' Credit Union. Investment related business. Nature: financial services. OSJ office address: Raleigh, NC. Title: Financial Advisory Services Specialist. Start date 12/2009. 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: 8/2022. 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: Oct, 2014. Title: Trust Rep. Kelly Childs/self employed, 255 Pete Brittain Rd., Morganton, NC 28655. Not investment related. Nature: sell wildflower honey. Title: owner. Maintain honey bee hives, harvest and sell honey. Start date: 1/2018. Hrs/mo 2-5. None during trading hours. Kelly Childs/self employed, 255 Pete Brittain Rd., Morganton, NC 28655. Not investment related. Nature: Food Concessions. Title: owner. Sell funnel cakes, deep fried Oreos, cotton candy at festivals. Seasonal work, approx. 24 hrs/year. None during trading hours. Business Name: DoTerra Address: 255 Pete Brittain Rd. Morganton, NC. 28655 Type of Business: Online Sales Title: Wellness Advocate Duties: Wellness Advocate Start Date: 07/20/2026 Hours Worked Per Month: 5
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 2022-11-18 |
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