Tyler A. Curlee

Current Employers

Employment History

• 09/2006 → Present
  Lincoln Investment Planning, Inc.
  Albemarle, NC

Other Businesses

ENC INVESTMENT HOLDINGS LLC POSITION: Member, 50% owner NATURE: Holding Company INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 10/01/2016 ADDRESS: 1804 Bloomsbury Rd, Greenville NC 27858, United States DESCRIPTION: Real Estate Development ENC INVESTMENTS LLC DBA THE CARDINAL GROUP POSITION: Managing Partner NATURE: Insurance Agency INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 07/10/2017 ADDRESS: 1804 Bloomsbury Rd, Greenville NC 27858, United States DESCRIPTION: The Cardinal Group engages in the marketing of Insurance Benefits and supplemental plans to businesses. CURLEE FINANCIAL LLC POSITION: Agent/Producer/President NATURE: Insurance/Fixed Annuities INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 08/01/2006 ADDRESS: 1804 Bloomsbury Rd, Greenville NC 27858, United States DESCRIPTION: Write Life insurance and fixed annuities for clients. Use entity for tax purposes. JAMES ADDISON VENTURES LLC POSITION: Managing Member NATURE: Real Estate Investment INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 10/01/2022 ADDRESS: 1804 Bloomsbury Rd, Greenville NC 27858, United States DESCRIPTION: Invest in real estate FIVE OVER PAR DEVELOPMENT POSITION: Partner NATURE: Home Builder INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 12/05/2023 ADDRESS: 1804 Bloomsbury Road, Greenville NC 27858, United States DESCRIPTION: I am a partner in a home building business.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-05-18
• S63 Uniform Securities Agent State Law Examination
  2006-12-05