Angela Atkins Ambrose

Current Employers

Employment History

• 04/2007 → 07/2018
  State Employees' Credit Union
  Garner, NC
• 08/2016 → 07/2018
  Secu Brokerage Services
  Raleigh, NC
• 08/2016 → 07/2018
  Secu Life Insurance Company
  Raleigh, NC
• 03/2017 → 07/2018
  Credit Union Investment Services
  Raleigh, NC
• 09/2017 → 07/2018
  Members Trust Company
  Tampa, FL
• 07/2018 → 11/2018
  Edward Jones
  Saint Louis, MO
• 11/2018 → 01/2019
  Unemployed
  Clayton, NC
• 01/2019 → 08/2022
  Secu Brokerage Services
  Raleigh, NC
• 01/2019 → 08/2022
  Secu Life Insurance Company
  Raleigh, NC
• 01/2019 → 08/2022
  State Employees' Credit Union
  Raleigh, NC
• 01/2019 → 08/2022
  Credit Union Investment Services
  Raleigh, NC
• 01/2019 → 08/2022
  Members Trust Company
  Tampa, FL
• 02/2023 → Present
  Northstar Resource Group
  Durham, NC
• 02/2023 → 08/2023
  Minnesota Life Insurance Co
  St Paul, MN
• 02/2023 → 08/2023
  Securian Financial Services Inc
  St Paul, MN
• 09/2022 → 02/2023
  Unemployed
  Archer Lodge, NC
• 08/2023 → Present
  Cetera Advisor Networks Llc
  Durham, NC
• 08/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 08/2024 → Present
  Magellan Health
  Archers Lodge, NC
• 07/2025 → Present
  Avantax Investment Services, Inc.
  Clayton, NC
• 07/2025 → Present
  Avantax Planning Partners, Inc.
  Clayton, NC
• 07/2025 → Present
  Avantax Advisory Services
  Clayton, NC
• 09/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 05/2026 → Present
  Snorkel Ai
  Clayton, NC

Previous Registrations

• 2025-08-12 → 2025-09-05
  Avantax Advisory Services
  Clayton, NC
  Dallas, TX
• 2023-08-10 → 2025-03-31
  Cetera Investment Advisers Llc
  Durham, NC
• 2023-02-14 → 2023-08-10
  Securian Financial Services, Inc.
  Durham, NC
  St. Paul, MN
• 2019-01-22 → 2022-08-29
  Credit Union Investment Services
  Raleigh, NC
  Raleigh, NC
• 2018-07-31 → 2018-11-17
  Edward Jones
  Clayton, NC
  St Louis, MO
• 2017-12-12 → 2018-07-05
  Credit Union Investment Services
  Garner, NC

Other Businesses

1) Rental property, Raleigh, NC, not investment related, owner, 09/2010-ongoing, 1 hr/month business, 0 hr/month trading*** 2) NAME OF OTHER BUSINESS: MAGELLAN HEALTH; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: FINANCIAL COUNSELING; START DATE: 08/2024; POSITION/TITLE/RELATIONSHIP: COUNSELOR; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL COUNSELIG, BENEFITS SET UP TO MILITARY PRIOR TO DEPLOYMENT; 3) NAME OF OTHER BUSINESS: SNORKEL AI ; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: EDUCATIONAL/ AI TECH COMPANY; START DATE: 05/2025; POSITION/TITLE/RELATIONSHIP: AI/DATA SCIENCE CONSULTANT; APX NUMBER OF HOURS PER WEEK: VARIES; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: TESTING AI PROMPTS FOR CORRECT ANSWERS;

Exams

• S63 Uniform Securities Agent State Law Examination
  2017-01-27

Designations

Other Names

• Angela Renee Atkins