Mark Richard Courtemanche

Current Employers

Employment History

• 06/2007 → 02/2019
  Outer Banks Financial, Llc
  Raleigh, NC
• 02/2013 → 10/2019
  Portfolio Medics, Llc
  Bonita Springs, FL
• 11/2013 → 12/2016
  Capital Investment Group
  Raleigh, NC
• 01/2014 → 09/2016
  The Algorithm Exchange, Ltd
  Nassau
• 10/2017 → 02/2019
  Capital Investment Group, Inc.
  Raleigh, NC
• 10/2019 → Present
  Ae Wealth Management, Llc
  Topeka, KS
• 06/2018 → Present
  Pinnacle Retirement Solutions
  Cary, NC
• 03/2006 → 06/2018
  Courtemanche & Associates, Inc.
  Cary, NC
• 07/2015 → 06/2018
  Pinnacle Retirement Solutions
  Cary, NC
• 09/2022 → 08/2024
  Pal Rentals
  Cary, NC

Previous Registrations

• 2013-02-20 → 2019-10-28
  Portfolio Medics, Llc
  Bonita Springs, FL
  Cary, NC
• 2009-10-14 → 2013-03-01
  Fortitude Advisory Group L.L.C.
  Gig Harbor, WA
• 2008-09-25 → 2009-07-27
  Chariot Advisors
  Raleigh, NC
• 2007-07-05 → 2008-07-02
  Brookstone Capital Management Llc
  Cary, NC
  Wheaton, IL

Other Businesses

1. PINNACLE RETIREMENT SOLUTIONS; YES INVESTMENT RELATED;1140 KILDAIRE FARM RD, STE 108-15, CARY, NC 2751; INSURANCE SALES; (OWNER); START DATE 01/1991; APPROX 160 HRS/MONTH; APPROX 160 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES. 2. Chatham Walk Condos HOA ; Investment Related: No; 105 Chatham Walk Ln, Cary NC 27511; Vote on issues as they pertain to the Chatham Walk Condos; General Board Member; Start Date 06/2026; Approx hours per month: 2; Approx hours during trading: 0; Vote on issues as they pertain to the Chatham Walk Condos

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-07-23
• S63 Uniform Securities Agent State Law Examination
  2013-11-29

Designations