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Current Employers
Credit Union Investment Services

801 Hillsborough Street 3Rd Floor, Raleigh, NC 27603 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-02-18
  • NC RA
    APPROVED
    Since 2026-02-18

Branch Locations

651 Executive Place, Fayettteville, NC 28302 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Nc National Guard Winterville NC 04/2016 09/2017
East Carolina University Greenville NC 01/2011 09/2017
Axa Advisors, Llc New York NY 09/2017 05/2018
Unemployed Fayetteville NC 05/2018 08/2018
First Citizens Bank Fayetteville NC 08/2018 02/2025
First Citizens Investor Services Raleigh NC 10/2018 02/2024
Unemployed Fayetteville NC 02/2025 11/2025
State Employees' Credit Union Fayetteville NC 11/2025 Present
Secu Life Insurance Company Raleigh NC 11/2025 Present
Secu Brokerage Services Raleigh NC 11/2025 Present
Credit Union Investment Services Raleigh NC 11/2025 Present
  • 04/2016 → 09/2017
    Nc National Guard
    Winterville, NC
  • 01/2011 → 09/2017
    East Carolina University
    Greenville, NC
  • 09/2017 → 05/2018
    Axa Advisors, Llc
    New York, NY
  • 05/2018 → 08/2018
    Unemployed
    Fayetteville, NC
  • 08/2018 → 02/2025
    First Citizens Bank
    Fayetteville, NC
  • 10/2018 → 02/2024
    First Citizens Investor Services
    Raleigh, NC
  • 02/2025 → 11/2025
    Unemployed
    Fayetteville, NC
  • 11/2025 → Present
    State Employees' Credit Union
    Fayetteville, NC
  • 11/2025 → Present
    Secu Life Insurance Company
    Raleigh, NC
  • 11/2025 → Present
    Secu Brokerage Services
    Raleigh, NC
  • 11/2025 → Present
    Raleigh, NC
Other Businesses

SECU Life Insurance Company. Investment related business. Address: Raleigh, NC. Nature: life insurance. Title: Agent. Start date: 11/2025. Duties and time (some during securities trading hours) as required in conjunction with position at State Employees' Credit Union. State Employees' Credit Union. Investment related business. Nature: financial services. OSJ office address: Raleigh, NC. Title: Financial Advisory Services Specialist. Start date 11/2025. Duties: provide financial services to eligible members and provide opportunities for members to improve their economic and social condition.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-18
S63 Uniform Securities Agent State Law Examination 2017-10-13
  • S65 Uniform Investment Adviser Law Examination
    2026-02-18
  • S63 Uniform Securities Agent State Law Examination
    2017-10-13

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