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David Nelson Lundquist

Lido

San Diego, CA

Los Angeles, CA

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Current Employers
Lido

1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-08-30
TX RA APPROVED_RES 2024-08-13
CA RA APPROVED 2017-02-15
  • FL RA
    APPROVED
    Since 2024-08-30
  • TX RA
    APPROVED_RES
    Since 2024-08-13
  • CA RA
    APPROVED
    Since 2017-02-15

Branch Locations

11988 El Camino Real Suite 650, San Diego, CA 92130 • United States

1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Churchill Management Group Los Angeles CA 10/2016 01/2017
Unemployed N/A CA 06/2016 09/2016
Ken Stern & Associates San Diego CA 01/2017 01/2019
Lido Advisors, Llc San Diego CA 01/2017 Present
  • 10/2016 → 01/2017
    Churchill Management Group
    Los Angeles, CA
  • 06/2016 → 09/2016
    Unemployed
    N/A, CA
  • 01/2017 → 01/2019
    Ken Stern & Associates
    San Diego, CA
  • 01/2017 → Present
    Lido Advisors, Llc
    San Diego, CA
Previous Registrations
  • 2017-01-25 → 2019-01-30
    Ken Stern & Associates Inc
    San Diego, CA
  • 2016-10-14 → 2016-11-11
    Churchill Management Group
    San Diego, CA
  • 2016-05-03 → 2016-07-06
    San Diego, CA
  • 2004-08-27 → 2016-01-07
    Woodside, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-08-25
  • S65 Uniform Investment Adviser Law Examination
    2004-08-25

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