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RIA / WealthAdvisordual registered (broker-dealer)11 years in industry

KEVIN MICHAEL FURR

Advisor at CREDIT UNION INVESTMENT SERVICES

Cary, NC | Raleigh, NC

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Search this name across graphsid dfx:ria:9c959821-7091-e6f5-8665-8e2f77f3a360

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Jan 6, 2015 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: Dec 23, 2014earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Dec 23, 2014
First registration: Jan 6, 2015
Dual registered: yes, broker-dealer
IAPD individual key: 6381012

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CREDIT UNION INVESTMENT SERVICES	State registered	Apr 9, 2025	n/a	yes	Raleigh, NC\|Cary, NC	Current employment
CHARLES SCHWAB & CO., INC.	National bd RIA	Apr 24, 2023	Apr 19, 2025	no	Chicago, IL\|Cary, NC\|Raleigh, NC	Previous registration
PNC WEALTH MANAGEMENT	Bd affiliated wealth	Nov 28, 2018	Apr 11, 2023	no	RALEIGH, NC	Previous registration
FIRST CITIZENS INVESTOR SERVICES, INC.	Bd affiliated wealth	Mar 30, 2016	Aug 3, 2018	no	Raleigh, NC\|RALEIGH, NC	Previous registration
CAPITAL INVESTMENT ADVISORY SERVICES, LLC	Bd affiliated wealth	Jan 6, 2015	Mar 23, 2016	no	RALEIGH, NC	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CHARLES SCHWAB & CO., INC.	CREDIT UNION INVESTMENT SERVICES	Apr 19, 2025	Apr 9, 2025	-10	Firm change	Ibd to state RIA
PNC WEALTH MANAGEMENT	CHARLES SCHWAB & CO., INC.	Apr 11, 2023	Apr 24, 2023	13	Firm change	Ibd to ibd
FIRST CITIZENS INVESTOR SERVICES, INC.	PNC WEALTH MANAGEMENT	Aug 3, 2018	Nov 28, 2018	117	Firm change	Ibd to ibd
CAPITAL INVESTMENT ADVISORY SERVICES, LLC	FIRST CITIZENS INVESTOR SERVICES, INC.	Mar 23, 2016	Mar 30, 2016	7	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
149124:44430:NC:2016-03-11	Mar 23, 2016	Mar 30, 2016	RALEIGH, NC	Firm change

Relationships

Registered with (5)

→ CREDIT UNION INVESTMENT SERVICESRegistered adviserregistration: current employment
Apr 9, 2025 to presentfactForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Apr 24, 2023 to Apr 19, 2025factForm ADV
→ PNC WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Nov 28, 2018 to Apr 11, 2023factForm ADV
→ FIRST CITIZENS INVESTOR SERVICES, INC.Registered adviserregistration: previous registration
Mar 30, 2016 to Aug 3, 2018factForm ADV
→ CAPITAL INVESTMENT ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
Jan 6, 2015 to Mar 23, 2016factForm ADV

Dated events

Occurred
Apr 19, 2025
Advisor changed firm
Kevin Michael Furr left Charles Schwab & Co., Inc. for Credit Union Investment Services (registered 2025-04-09)
Form ADVobserved 6 days ago
Occurred
Apr 11, 2023
Advisor changed firm
Kevin Michael Furr left Pnc Wealth Management for Charles Schwab & Co., Inc. (registered 2023-04-24)
Form ADVobserved 6 days ago