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5 Dowd Cir Suite B, Pinehurst, NC 28374 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-09-20 |
| SC | RA | APPROVED | 2020-05-13 |
| NC | RA | APPROVED | 2020-05-07 |
| TX | RA | APPROVED_RES | 2020-02-27 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Raleigh | NC | 04/2015 | 03/2020 |
| Householder Group Estate & Retirement Specialists | Raleigh | NC | 04/2015 | 02/2020 |
| Course Management Investment Advisors, Llc | Pinehurst | NC | 01/2020 | Present |
Name of outside business: Course Management Real Estate Partners; Is the business investment related: Yes; Location of the business: 5 Dowd Circle Suite B|Pinehurst, NC 28374; Description of the business: Commercial Real estate portfolio specializing in retail office space; Position Title: co-owner; Responsibilities Duties: Ensuring property is maintained to professional standards; Start date with business: 2020-11-04; Total time spent in OBA is 10 hrs per month. Percentage of total yearly compensation expected to be derived from the business: 5; Will an IRS form for income earned be received: Yes; Additional notes: Albert is a co-owner of the building which also houses course management investment advisors.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-07-16 |
| S63 | Uniform Securities Agent State Law Examination | 2012-01-26 |
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