DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Mark Richard Courtemanche
Chartered Financial Consultant
Feed of 09/14/2026
At current firm
6 y
since Oct 28, 2019
In the industry
20 y
since Mar 1, 2006 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Ae Wealth Management, LLC BD affiliated currentsince Oct 28, 2019 · Cary, Nc
- Portfolio Medics, LLC independent RIAFeb 20, 2013 to Oct 28, 2019 · Bonita Springs, Fl
- Fortitude Advisory Group L.L.C. independent RIAOct 14, 2009 to Mar 1, 2013 · Gig Harbor, Wa
- Chariot Advisors formerSep 25, 2008 to Jul 27, 2009 · Raleigh, Nc
- Brookstone Capital Management LLC independent RIAJul 5, 2007 to Jul 2, 2008 · Cary, Nc
Moves
a registration end followed by a registration begin elsewhere
- Portfolio Medics, LLC to Ae Wealth Management, LLCleft Oct 28, 2019, registered Oct 28, 2019 (0 days) · RIA to RIA
- Fortitude Advisory Group L.L.C. to Portfolio Medics, LLCleft Mar 1, 2013, registered Feb 20, 2013 (-9 days) · Other
- Chariot Advisors to Fortitude Advisory Group L.L.C.left Jul 27, 2009, registered Oct 14, 2009 (79 days) · Other
- Brookstone Capital Management LLC to Chariot Advisorsleft Jul 2, 2008, registered Sep 25, 2008 (85 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address