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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2020-05-28 |
Branch Locations
420 S Howes St Ste B200, Fort Collins, CO 80521 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| David Dunn Cpa | Ft. Collins | CO | 05/1984 | Present |
| Raymond James Financial Services | Ft. Collins | CO | 08/2004 | 09/2018 |
| Dunn Investment Group, Inc. | Fort Collins | CO | 01/2008 | Present |
| Lpl Financial, Llc | Fort Collins | CO | 09/2018 | Present |
1. 9/28/2018 - Tax Prep/Accounting/CPA - DAVID J. DUNN, CPA, PC - FORT COLLINS, CO 2. 9/28/2018 - No Business Name - Investment Related - Loans / Lending Money - Started 10/1/15 - DAVID J. DUNN LOANED 50% OF THE DOWN PAYMENT TO JEFFREY DUNN AS AN UNSECURED PERSONAL LOAN. 3. 9/28/2018 - DUNN WEALTH STRATEGIES - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 09/18. 4. 09/28/2018 - DUNN PROPERTIES, LLC - Investment Related - At Reported Business Location(s) - Real Estate Rental - Start Date: 08/2015.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 2005-02-12 |
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