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801 Hillsborough Street 3Rd Floor, Raleigh, NC 27603 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-04-22 |
Branch Locations
801 Hillsborough St 3Rd Floor, Raleigh, NC 27603 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Employees' Credit Union | Raleigh | NC | 09/2002 | Present |
| Secu Brokerage Services | Raleigh | NC | 08/2006 | 09/2021 |
| Credit Union Investment Services | Raleigh | NC | 10/2007 | 09/2021 |
| Members Trust Company | Tampa | FL | 11/2009 | Present |
| Secu Life Insurance Company | Raleigh | NC | 09/2014 | Present |
| Secu Brokerage Services | Raleigh | NC | 04/2022 | Present |
| Credit Union Investment Services | Raleigh | NC | 04/2022 | Present |
STATE EMPLOYEES' CREDIT UNION. INVESTMENT RELATED BUSINESS. NATURE: FINANCIAL SERVICES. OSJ OFFICE ADDRESS: RALEIGH, NC. START DATE: 09/30/2002. TITLE: SENIOR VICE PRESIDENT. MEMBERS TRUST COMPANY. INVESTMENT RELATED BUSINESS. NATURE: TRUST SERVICES. ADDRESS: 14025 RIVEREDGE DRIVE, SUITE 280, TAMPA, FL 33637. SPEND APPROXIMATELY 1% OF TIME CONDUCTING MTC BUSINESS. START DATE: NOVEMBER, 2009. TITLE: TRUST REP. SECU LIFE INSURANCE COMPANY. INVESTMENT RELATED BUSINESS. ADDRESS: RALEIGH, NC. NATURE: LIFE INSURANCE. TITLE: AGENT. START DATE: 9/2014. DUTIES AND TIME (SOME DURING SECURITIES TRADING HOURS) AS REQUIRED IN CONJUNCTION WITH POSITION AT STATE EMPLOYEES' CREDIT UNION. Sports and Recreation Employment Title: Tennis Official Duties: officiate Junior and collegiate tennis matches / tournaments. Start Date: 07/24/2026 Hours Per Month: 20-40
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-09-08 |
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