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.

Current firm

CREDIT UNION INVESTMENT SERVICES

Current firm class

state registeredderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Nov 4, 2011earliest registration or exam on IAPD

Years in industry

14derivedfrom the industry start date

Years at current firm

8derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S63

First exam

Mar 5, 2018

First registration

Nov 4, 2011

Dual registered

yes, broker-dealer

Other names

MARTHA KATE JOLLY

IAPD individual key

5966070

Graph

RIA / Wealth Management

Canonical id

dfx:ria:3d87a051-ac8a-3e2a-3429-7785c2701cae

First observed

Nov 4, 2011

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.