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Advisor at CREDIT UNION INVESTMENT SERVICES
Fuquay Varina, NC | Holy Springs, 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 28, 2023 | n/a | yes | Fuquay Varina, NC|Holy Springs, NC | Current employment |
| QUEST 10 WEALTH BUILDERS, INC. | Independent wealth | Mar 14, 2022 | Aug 8, 2023 | no | FUQUAY-VARINA, NC | Previous registration |
| FAMILY LEGACY FINANCIAL SOLUTIONS, LLC | Independent wealth | Sep 23, 2021 | Jan 26, 2022 | no | CARY, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| QUEST 10 WEALTH BUILDERS, INC. | CREDIT UNION INVESTMENT SERVICES | Aug 8, 2023 | Sep 28, 2023 | 51 | Firm change | RIA to state RIA |
| FAMILY LEGACY FINANCIAL SOLUTIONS, LLC | QUEST 10 WEALTH BUILDERS, INC. | Jan 26, 2022 | Mar 14, 2022 | 47 | Firm change | RIA to RIA |