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5 Dowd Cir Suite B, Pinehurst, NC 28374 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-04-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Santa Fe Preparatory School | Santa Fe | NM | 10/1999 | 06/2017 |
| Lynam Financial Services, Llc | Santa Fe | NM | 11/2015 | 06/2017 |
| Longview Asset Management Llc | Santa Fe | NM | 06/2017 | 04/2026 |
| Douglas Lynam | Santa Fe | NM | 02/2018 | Present |
| Course Management Investment Adviors, Llc | Pinehurst | NC | 04/2026 | Present |
Mr. Lynam is an author, public speaker, business and finance coach and spends approximately 35% of his time engaged in this activity, of which 2 hours per day are during securities trading hours. This activity is not investment-related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-04-02 |
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