William Michael Courson

Current Employers

Employment History

• 12/2015 → 02/2017
  Hartland & Co
  Cleveland, OH
• 03/2017 → 10/2025
  Mason Securities, Inc.
  Reston, VA
• 03/2017 → Present
  Mason Investment Advisory Services, Inc.
  Reston, VA

Previous Registrations

• 2015-12-22 → 2017-03-25
  Clearstead; Clearstead Advisory Solutions
  Cleveland, OH
• 2013-04-02 → 2015-12-08
  Lancaster Pollard Investment Advisory Group
  Columbus, OH

Other Businesses

1) KATELI TRUST, LLC; P.O. BOX 180, NEW ALBANY, OH 43054; NATURE OF THE OTHER BUSINESS, INCLUDING WHETHER OR NOT IT IS INVESTMENT-RELATED: INVESTMENT RELATED - REAL ESTATE INVESTMENT; INDIVIDUAL'S POSITION, TITLE OR ASSOCIATION WITH THE OTHER BUSINESS AND DUTIES INVOLVED: CO-OWNER; START DATE OF THE INDIVIDUAL'S RELATIONSHIP WITH THE OTHER BUSINESS: MAY 31, 2005; APPROXIMATE NUMBER OF HOURS DEVOTED TO THE OTHER BUSINESS PER MONTH: LESS THAN 4 HOURS; NUMBER OF HOURS DEVOTED TO THE OTHER BUSINESS DURING SECURITIES TRADING HOURS: 0 HOURS. 2) CONCORD UNIVERSITY FOUNDATION; PO BOX 1000, ATHENS, WV 24712; INVESTMENT RELATED - VOLUNTEER BOARD MEMBER AND MEMBER OF THE INVESTMENT COMMITTE; NONPROFIT ORGANIZATION; APPROXIMATELY 1 HOUR PER WEEK, 4 HOURS PER MONTH; DURING BUSINESS HOURS; START DATE JULY 2018; NOT COMPENSATION

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-10-14
• S63 Uniform Securities Agent State Law Examination
  1993-02-08

Other Names

• Bill Courson