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DAVID NELSON LUNDQUIST
CRD#: 4850011
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Investment Adviser
LIDOCRD#: 269866 11988 El Camino Real
Suite 650
San Diego, CA 92130
Registration History
2004200620082010201220142016201820202022202420262 FIRMS2016 - 2016 (<1 year)IALIDO (CRD# 269866)2017 - Present (8 years)IAKEN STERN & ASSOCIATES INC (CRD# 110092)2017 - 2019 (2 years)IAFISHER INVESTMENTS (CRD# 107342)2004 - 2016 (11 years)
License(s)

State Registrations

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California 2/15/2017

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Texas 8/13/2024

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Florida 8/30/2024

Current Registration(s)
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LIDO (CRD#:269866)
11988 El Camino Real Suite 650, San Diego, CA 92130
Registered with this firm since 2/15/2017

Previous Registration(s)
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01/25/2017 - 01/30/2019 KEN STERN & ASSOCIATES INC (CRD#:110092) SAN DIEGO, CA
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10/14/2016 - 11/11/2016 CHURCHILL MANAGEMENT GROUP (CRD#:109651) San Diego, CA
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05/03/2016 - 07/06/2016 BETA WEALTH GROUP, INC (CRD#:165224) SAN DIEGO, CA
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08/27/2004 - 01/07/2016 FISHER INVESTMENTS (CRD#:107342) WOODSIDE, CA
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Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.