Joseph Davis Pipkin

Current Employers

Employment History

• 10/2016 → Present
  Secu Brokerage Services
  Raleigh, NC
• 10/2016 → Present
  Secu Life Insurance Company
  Raleigh, NC
• 08/2012 → Present
  State Employees' Credit Union
  Mebane, NC
• 01/2017 → Present
  Credit Union Investment Services
  Raleigh, NC
• 11/2018 → Present
  Members Trust Company
  Tampa, FL

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 8/2012. 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: 10/2016. DUTIES AND TIME (SOME DURING SECURITIES TRADING HOURS) AS REQUIRED IN CONJUNCTION WITH POSITION AT STATE EMPLOYEES' CREDIT UNION. Family Business. Egg Supplier. Address: 4234 Brick Church Rd. Burlington, NC. 27215. Start Date: 01/2024. Hours Per Month Devoted: 1-2. Duties: Occasionally selling extra eggs to friends from our chickens to offset feed costs. Catherine Pipkin. Address: 4234 Brick Church Rd, Burlington, NC 27815. Nature: Freelance graphic design. Title: Bookkeeper. Start date: 8/3/2017. Devote 5-10 hour per month to other business, none during securities trading hours. Duties: Tracking invoices and balancing accounts. 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, 2018. TITLE: TRUST REP. Robert Pipkin. Address: 4232 Brick Church Rd, Burlington, NC 27215. Nature: Family Business and/or Partnership. Title: Power of Attorney. Start date: 8/25/2021. Devote approximately 4 hours per month to other business, none during securities trading hours. Duties: Assist my dad with management of funds & purchase of groceries & supplies as requested. Next Door Rental Type of Business: Real Estate/Rental property Address: 4232 Brick Church Rd. Burlington, NC 27215 Title: Owner/Landlord Duties: Oversee rental and maintain residence Start Date: 12/2024 Hours Devoted: 1

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-03-20
• S63 Uniform Securities Agent State Law Examination
  2017-01-17

Other Names

• Joey Pipkin