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Advisor at CREDIT UNION INVESTMENT SERVICES
Morrisville, NC | Durham, NC
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| CREDIT UNION INVESTMENT SERVICES | State registered | Sep 17, 2025 | n/a | yes | Morrisville, NC|Durham, NC | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Jan 17, 2024 | Sep 17, 2025 | no | RALEIGH, NC|DURHAM, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | CREDIT UNION INVESTMENT SERVICES | Sep 17, 2025 | Sep 17, 2025 | 0 | Firm change | Wirehouse to state RIA |