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801 Hillsborough Street 3Rd Floor, Raleigh, NC 27603 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-11-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Employees' Credit Union | Sanford | NC | 07/2022 | Present |
| Secu Life Insurance Company | Raleigh | NC | 08/2023 | Present |
| Secu Brokerage Services | Raleigh | NC | 08/2023 | Present |
| Methodist University | Fayetteville | NC | 08/2019 | 07/2022 |
| Unemployed | Pittsboro | NC | 07/2013 | 07/2019 |
| Credit Union Investment Services | Raleigh | NC | 10/2023 | Present |
SECU Life Insurance Company. Investment related business. Address: Raleigh, NC. Nature: life insurance. Title: Agent. Start date: 8/2023. 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 10/2023. Duties: provide financial services to eligible members and provide opportunities for members to improve their economic and social condition. Parker Empower: Address: 89 Skye of Isle Rd Pittsboro, NC. 27312 Nature: Print on demand Etsy store-online. Title: Owner. Start Date: 05/25/2023. Duties and Time: Design and produce Creation, product listing, customer service. 10 hrs per month on average. The Church at Cedar Creek Address: 4010 Cedar Creek Rd Fayetteville, NC 28312 Title: Board Member Type of Business: Religious organization. Duties: Discuss church ideas and options while representing the congregation. Start date: 08/01/2025 Website: www.cedarcreekcog.org Hours per month: 2
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-22 |
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