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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 2024-04-17
  • NC RA
    APPROVED
    Since 2024-04-17

Branch Locations

Fayetteville, NC • United States

3120 N Main St, Hope Mills, NC 28348 • 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
State Employees' Credit Union Fayetteville NC 10/2023 Present
Jacob O Balogun Accounting Service Fayetteville NC 07/2023 09/2023
Fayetteville State University Fayetteville NC 01/2020 06/2023
Food Lion Inc. Fayetteville NC 09/2018 01/2020
Fried Turkey Sandwich Shop Fayetteville NC 09/2015 08/2018
Secu Life Insurance Company Raleigh NC 12/2023 Present
Secu Brokerage Services Raleigh NC 01/2024 Present
Credit Union Investment Services Raleigh NC 03/2024 Present
  • 10/2023 → Present
    State Employees' Credit Union
    Fayetteville, NC
  • 07/2023 → 09/2023
    Jacob O Balogun Accounting Service
    Fayetteville, NC
  • 01/2020 → 06/2023
    Fayetteville State University
    Fayetteville, NC
  • 09/2018 → 01/2020
    Food Lion Inc.
    Fayetteville, NC
  • 09/2015 → 08/2018
    Fried Turkey Sandwich Shop
    Fayetteville, NC
  • 12/2023 → Present
    Secu Life Insurance Company
    Raleigh, NC
  • 01/2024 → Present
    Secu Brokerage Services
    Raleigh, NC
  • 03/2024 → Present
    Raleigh, NC
Other Businesses

SECU Life Insurance Company. Investment related business. Address: Raleigh, NC. Nature: life insurance. Title: Agent. Start date: 01/2024. 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 01/2024. Duties: provide financial services to eligible members and provide opportunities for members to improve their economic and social condition.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-17
  • S66 Uniform Combined State Law Examination
    2024-04-17

View on SEC IAPD

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