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RIA / WealthAdvisor26 years in industry

Douglas Edward Lynam

Advisor at COURSE MANAGEMENT INVESTMENT ADVISORS, LLC

PINEHURST, NC

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Search this name across graphsid dfx:ria:28a59f46-63a4-4296-dd0d-9aece8920e2f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:00 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Jun 9, 2016 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: COURSE MANAGEMENT INVESTMENT ADVISORS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 1, 1999earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S65
First exam: Apr 2, 2016
First registration: Jun 9, 2016
Dual registered: no
Other names: Douglas E. Lynam|Doug E. Lynam
IAPD individual key: 6628512

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
COURSE MANAGEMENT INVESTMENT ADVISORS, LLC	Independent wealth	Apr 22, 2026	n/a	yes	PINEHURST, NC	Current employment
INNOVATIVE ADVISORY GROUP	Independent wealth	Jan 23, 2026	Jun 3, 2026	no	Pinehurst, NC	Previous registration
LONGVIEW ASSET MANAGEMENT, LLC	Former SEC adviser	Jan 3, 2018	Mar 27, 2024	no	Santa Fe, NM\|Santa Fe, NM\|Santa Fe, NM	Previous registration
LYNAM FINANCIAL SERVICES	n/a	Jun 9, 2016	Feb 23, 2018	no	SANTA FE, NM	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
INNOVATIVE ADVISORY GROUP	COURSE MANAGEMENT INVESTMENT ADVISORS, LLC	Jun 3, 2026	Apr 22, 2026	-42	Firm change after gap	RIA to RIA
LONGVIEW ASSET MANAGEMENT, LLC	INNOVATIVE ADVISORY GROUP	Mar 27, 2024	Jan 23, 2026	667	Firm change after gap	RIA to RIA
LYNAM FINANCIAL SERVICES	LONGVIEW ASSET MANAGEMENT, LLC	Feb 23, 2018	Jan 3, 2018	-51	Firm change after gap	Other

Relationships

Registered with (4)

→ COURSE MANAGEMENT INVESTMENT ADVISORS, LLCRegistered adviserregistration: current employment
Apr 22, 2026 to presentfactForm ADV
→ INNOVATIVE ADVISORY GROUPRegistered adviserregistration: previous registration
Jan 23, 2026 to Jun 3, 2026factForm ADV
→ LONGVIEW ASSET MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jan 3, 2018 to Mar 27, 2024factForm ADV
→ LYNAM FINANCIAL SERVICESRegistered adviserregistration: previous registration
Jun 9, 2016 to Feb 23, 2018factForm ADV

Dated events

Occurred
Jun 3, 2026
Advisor changed firm
Douglas Edward Lynam left Innovative Advisory Group for Course Management Investment Advisors, Llc (registered 2026-04-22)
Form ADVobserved 4 days ago
Occurred
Mar 27, 2024
Advisor changed firm
Douglas Edward Lynam left Longview Asset Management, Llc for Innovative Advisory Group (registered 2026-01-23)
Form ADVobserved 4 days ago