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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 2025-03-19
  • NC RA
    APPROVED
    Since 2025-03-19

Branch Locations

1595 Corporation Parkway, Raleigh, NC 27604 • United States

4050 Poole Rd, Raleigh, NC 27610 • United States

Cary, NC • 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
Fidelity Investments Cary MA 02/2023 02/2025
State Employees' Credit Union Raleigh NC 01/2021 02/2023
Tom James Company Franklin TN 02/2018 01/2021
Appalachian State University Boone NC 08/2013 12/2017
Unemployed Raleigh NC 12/2017 02/2018
State Employees' Credit Union Raleigh NC 03/2025 Present
Secu Brokerage Services Raleigh NC 03/2025 Present
Credit Union Investment Services Raleigh NC 03/2025 Present
Secu Life Insurance Company Raleigh NC 03/2025 Present
  • 02/2023 → 02/2025
    Fidelity Investments
    Cary, MA
  • 01/2021 → 02/2023
    State Employees' Credit Union
    Raleigh, NC
  • 02/2018 → 01/2021
    Tom James Company
    Franklin, TN
  • 08/2013 → 12/2017
    Appalachian State University
    Boone, NC
  • 12/2017 → 02/2018
    Unemployed
    Raleigh, NC
  • 03/2025 → Present
    State Employees' Credit Union
    Raleigh, NC
  • 03/2025 → Present
    Secu Brokerage Services
    Raleigh, NC
  • 03/2025 → Present
    Raleigh, NC
  • 03/2025 → Present
    Secu Life Insurance Company
    Raleigh, NC
Previous Registrations
  • 2024-10-30 → 2025-02-25
    Fidelity Personal And Workplace Advisors
    Cary, NC
    Cary, NC
Other Businesses

State Employees' Credit Union. Investment related business. Nature: financial services. OSJ office address: Raleigh, NC. Title: Financial Advisory Services Specialist. Start date 3/2025. 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: 03/2025. Duties and time (some during securities trading hours) as required in conjunction with position at State Employees' Credit Union. OBA-99837|OrgNmn: Pirates Cove HOA|Org Addr:Cary,North Caro,US|OBA Nature:Home Owners Association|Invst Rel:N|Title:President|Duties:Monthly Board Meetings, voting member and other communications via email etc.|StrtDt:10-01-20|TotHrs/mon:10|TrdHrs/mon:0|Has check writing authority|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-06-07
  • S66 Uniform Combined State Law Examination
    2023-06-07
Other Names
  • Matthew Wyatt Mcneill
  • Matt W. Mcneill
  • Matthew W Mcneill

View on SEC IAPD

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