Tabitha Nichole Evans

Employer firm

Credit Union Investment Services CRD 144871

$111.0K regulatory AUM 36,300 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2013 → Present
  Secu Brokerage Services
  Raleigh, NC
• 08/2003 → Present
  State Employees' Credit Union
  Southport, NC
• 01/2014 → Present
  Credit Union Investment Services
  Raleigh, NC
• 09/2014 → Present
  Secu Life Insurance Company
  Raleigh, NC
• 08/2016 → Present
  Members Trust Company
  Tampa, FL
• 12/2021 → Present
  Doordash
  San Francisco, CA

Other Businesses

STATE EMPLOYEES' CREDIT UNION. INVESTMENT RELATED BUSINESS. NATURE: FINANCIAL SERVICES. OSJ OFFICE ADDRESS: RALEIGH, NC. TITLE: Financial Advisory Services District Manager. START DATE 8/2003. DUTIES: Supervise the offering of 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: 9/2014. 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. SPEND APPROXIMATELY 1% OF TIME CONDUCTING MTC BUSINESS. START DATE: AUGUST, 2016. TITLE: TRUST REP. DoorDash, 901 Market St., Ste. 600, San Francisco, CA 94103. Not investment related. Nature: Food service. Position: Delivery Driver. Start date: 12/2021. Duties: Deliver food orders. Hours per month: approx. 15 but will vary. None during trading hours. Uber. Address: 1015 Winterberry Circle Leland, NC. 28451. Type of Business: Rideshare Title: Driver/Operator Duties: Transport people to their destination. Start Date: 7/2024 Hours Per Month: 4-8, varies.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-05-02
• S63 Uniform Securities Agent State Law Examination
  2014-01-09

Other Names

• Tabitha Nichole Darnell