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CREDIT UNION INVESTMENT SERVICES, INC., CRD 144871
RALEIGH, 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.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| MATTHEW ALLEN HAMILTON | n/a | Raleigh, NC | 19 | 23 | 1 | yes |
| SHEILA CRAFT DALTON | n/a | GASTONIA, NC | 19 | 36 | n/a | yes |
| KENNETH ROBERT GARRIS | Certified Financial Planner | WILMINGTON, NC | 18 | 19 | n/a | yes |
| CRYSTAL DEAL WHITE | n/a | CARTHAGE, NC | 18 | 33 | n/a | yes |
| JONATHAN DURWARD JONES | Certified Financial Planner | Raleigh, NC | 18 | 23 | n/a | yes |
| STACEY JUNE WADDELL | Certified Financial Planner | Raleigh, NC | 18 | 24 | n/a | yes |
| AMY MCADAM PARKER | n/a | MONROE, NC | 18 | 19 | n/a | yes |
| GINGER BRANDON CHRISTMAS | n/a | BUTNER, NC | 17 | 26 | n/a | yes |
| JACOB DUKE HARDY | n/a | Granite Quarry, NC | 17 | 20 | n/a | yes |
| JOHN BRANDON WHALEY | n/a | Raleigh, NC | 17 | 20 | n/a | yes |
| IOULIA ALEKSANDROVNA LINK | Certified Financial Planner | Huntersville, NC | 17 | 21 | n/a | yes |
| KRISTA BRACKIN LOEW | n/a | Raleigh, NC | 17 | 17 | n/a | yes |
| AARON BENJAMIN SAULS | n/a | Washington, NC | 16 | 24 | n/a | yes |
| JASON ALAN BRITTINGHAM | n/a | WINSTON-SALEM, NC | 16 | 24 | n/a | yes |
| MATTHEW DAVID KENNEDY | n/a | Greenville, NC | 16 | 17 | n/a | yes |
| PAUL WICKLIFFE CATHEY | n/a | Asheville, NC | 15 | 24 | n/a | yes |
| LAUREN LENGEFELD MEDLIN | n/a | Cary, NC | 15 | 21 | n/a | yes |
| NICHOLAS SIMON ALDRIDGE | n/a | BLACK MOUNTAIN, NC | 15 | 21 | n/a | yes |
| JOHN NICKS MOBLEY | n/a | Wake Forest, NC | 15 | 19 | n/a | yes |
| TIMOTHY CARL FOX | n/a | Belmont, NC | 14 | 18 | n/a | yes |
| JULIANA VIDA LOWE | n/a | Dobson, NC | 14 | 21 | n/a | yes |
| KIMBERLY HEISER MACINNES | n/a | Raleigh, NC | 14 | 15 | n/a | yes |
| EMILY MONROE POOLE | n/a | Southport, NC | 14 | 19 | n/a | yes |
| KATHY BIVENS YORK | n/a | ARDEN, NC | 14 | 30 | n/a | yes |
| STEPHEN SANFORD PIERCE | n/a | Raleigh, NC | 14 | 15 | n/a | yes |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 4 | 3 | 1 | n/a | 0 | 2 | 0 | 21 | 19 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2 | May 19, 2022 | Sep 1, 2022 | RALEIGH, NC | Team lift out | Other | 1.3% |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | 2 | Jan 26, 2023 | Jul 19, 2023 | GREENVILLE, NC | Team lift out | Wirehouse to state RIA | 0.0% |