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

Jan 1, 2015earliest 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

2

Current registrations

1

Registered states

1

Exams

S66

First exam

Mar 11, 2020

First registration

Mar 18, 2020

Dual registered

yes, broker-dealer

Other names

Michael Metcalf|Michael Bryan Metcalf

IAPD individual key

7222951

• Occurred

  Jul 3, 2024
  Advisor changed firm

  Michael Bryan Metcalf left Pruco Securities, Llc for Credit Union Investment Services (registered 2025-03-13)

  Form ADVobserved 6 days ago
• Occurred

  Dec 5, 2022
  Advisor changed firm

  Michael Bryan Metcalf left Equitable Advisors, Llc for Pruco Securities, Llc (registered 2023-02-03)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:e5e3cbff-5f3b-5685-d665-5b942fc55726

First observed

Mar 18, 2020

Last observed

Sep 14, 2026 7 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.