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Advisor at CREDIT UNION INVESTMENT SERVICES
Roanoke Rapids, 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 | Jun 10, 2025 | n/a | yes | Roanoke Rapids, NC|Roanoke Rapids, NC | Current employment |
| EQUITABLE ADVISORS, LLC | National bd RIA | Apr 11, 2025 | May 7, 2025 | no | RALEIGH, NC | Previous registration |
| CREDIT UNION INVESTMENT SERVICES | State registered | Oct 3, 2023 | Apr 9, 2025 | no | Roanoke Rapids, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EQUITABLE ADVISORS, LLC | CREDIT UNION INVESTMENT SERVICES | May 7, 2025 | Jun 10, 2025 | 34 | Firm change | Ibd to state RIA |
| CREDIT UNION INVESTMENT SERVICES | EQUITABLE ADVISORS, LLC | Apr 9, 2025 | Apr 11, 2025 | 2 | Firm change | Other |