This could potentially help you avoid the restrictions you’re encountering with Fidelity.

Because it takes repetition for people to remember things and you have to be top-of-mind when they encounter a potential client for you!

It is career ending.Take the time to learn the law, know how to verify ownership and reduce the trouble you will encounter along the way.

Has anyone encountered this issue or know of any other way to go about this or even have someone they can recommend we reach out to? 

When they do these designs, they are involved with the building process, which means they have control over it, as well as being available to address any problems that are encountered during construction. 

It's probably a good thing, but as you can see, the theme here is growth management -- can they keep growing successfully, or will they encounter sheering forces that cause a problem?

It's also common to encounter retail branch employees who are  not familiar with  the entities and various ownership structures real estate investors utilize since they are normally opening personal bank accounts.

This is a great question, and many people encounter this situation when they're just getting started!

Anyone encounter this situation before?

Are there any pitfalls you’ve encountered?