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801 Hillsborough Street 3Rd Floor, Raleigh, NC 27603 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-08-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Employees' Credit Union | Garner | NC | 01/2024 | Present |
| Secu Life Insurance Companay | Raleigh | NC | 03/2024 | Present |
| Secu Brokerage Services | Raleigh | NC | 03/2024 | Present |
| State Employees' Credit Union | Raleigh | NC | 06/2023 | 12/2023 |
| Campbell University | Buies Creek | NC | 08/2019 | 05/2023 |
| State Employees' Credit Union | Raleigh | NC | 06/2022 | 08/2022 |
| Truist Inc. | Raliegh | NC | 06/2021 | 08/2021 |
| Marlboro Academy | Bennettsville | SC | 08/2015 | 06/2019 |
| Credit Union Investment Services | Raleigh | NC | 07/2024 | Present |
| Members Trust Company | Tampa | FL | 10/2024 | Present |
SECU Life Insurance Company. Investment related business. Address: Raleigh, NC. Nature: life insurance. Title: Agent. Start date: 03/2024. 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 03/2024. Duties: provide financial services to eligible members and provide opportunities for members to improve their economic and social condition. Members Trust Company. Investment related business. Nature: Trust Services. Address: 14025 Riveredge Drive, Suite 280, Tampa, FL 33637. Start date: 10/2024. Title: Trust Rep.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-30 |
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