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801 Hillsborough Street 3Rd Floor, Raleigh, NC 27603 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-01-23 |
Branch Locations
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 | Oxford | NC | 07/2022 | Present |
| Farm Bureau | Creedmoore | NC | 10/2020 | 07/2022 |
| Charles Boyd Chevrolet | Henderson | NC | 08/2012 | 09/2020 |
| Credit Union Investment Services | Raleigh | NC | 11/2022 | Present |
| Members Trust Company | Tampa | FL | 07/2023 | Present |
State Employees' Credit Union. Investment related business. Nature: financial services. OSJ office address: Raleigh, NC. Title: Financial Advisory Services Specialist. Start date 7/2022. 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. Vance Charter School, 2090 Ross Mill Rd., Henderson NC 27537. Not investment related. School Athletics. Title: Asst Baseball Coach. Start date: 2/2021. Duties: coach baseball. 40 hrs/mo from Feb-Apr. None during trading hours. 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-23 |
| S63 | Uniform Securities Agent State Law Examination | 2022-11-28 |
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