Zachary William Curtis

Current Employers

Employment History

• 07/2017 → Present
  Secu Brokerage Services
  Raleigh, NC
• 07/2017 → Present
  Secu Life Insurance Company
  Raleigh, NC
• 12/2013 → Present
  State Employees' Credit Union
  Asheville, NC
• 11/2017 → Present
  Credit Union Investment Services
  Raleigh, NC
• 10/2018 → 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. START DATE 12/2013. 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: 7/2017. DUTIES AND TIME (SOME DURING SECURITIES TRADING HOURS) AS REQUIRED IN CONJUNCTION WITH POSITION AT STATE EMPLOYEES' CREDIT UNION. Zach Curtis: Address 39 Holbrook Rd, Candler, NC 28715. Title: Lawn care provider. Nature: Landscaping/Lawn Care. Start date: 4/2014. Devote approximately 3 hours per month to other business, none during securities trading hours. Duties: Mow grass. 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: OCTOBER, 2018. TITLE: TRUST REP.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-02-28
• S63 Uniform Securities Agent State Law Examination
  2017-11-02

Other Names

• Zach Curtis