Inactive

Randy Lundy

Practicecfo Investments

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Current Employers

Practicecfo Investments

13400 Sabre Springs Parkway Suite 255, San Diego, CA 92128 • United States

Current Registrations

Authority	Category	Status	Date
AK	RA	APPROVED	2023-12-11
CA	RA	APPROVED	2023-12-11
PA	RA	APPROVED	2023-12-11
TX	RA	APPROVED_RES	2023-12-11
WA	RA	APPROVED	2023-12-08

AK RA
APPROVED

Since 2023-12-11
CA RA
APPROVED

Since 2023-12-11
PA RA
APPROVED

Since 2023-12-11
TX RA
APPROVED_RES

Since 2023-12-11
WA RA
APPROVED

Since 2023-12-08

Branch Locations

Seattle, WA • United States

13400 Sabre Springs Parkway Suite 255, San Diego, CA 92128 • 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

Organization	City	State	From	To
Downtown Cornerstone Church	Seattle	WA	02/2014	12/2019
Highland Private Wealth Management	Bellevue	WA	12/2019	09/2022
Hightower Advisors	Chicago	IL	09/2022	10/2023
Practicecfo	San Diego	CA	10/2023	Present

02/2014 → 12/2019

Downtown Cornerstone Church

Seattle, WA
12/2019 → 09/2022

Highland Private Wealth Management

Bellevue, WA
09/2022 → 10/2023

Hightower Advisors

Chicago, IL
10/2023 → Present

Practicecfo

San Diego, CA

Previous Registrations

2022-09-30 → 2023-10-13

Hightower Advisors, Llc

Bellevue, WA

Chicago, IL
2020-10-30 → 2022-10-25

Highland Private Wealth Management

Bellevue, WA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2020-10-30

S65 Uniform Investment Adviser Law Examination

2020-10-30

Other Names

Randy Kyle Lundy

View on SEC IAPD

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