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Brian D Lundberg

Edward Jones

San Marcos, CA

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Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-10-22
CA RA APPROVED 2020-02-05
  • TX RA
    APPROVED
    Since 2020-10-22
  • CA RA
    APPROVED
    Since 2020-02-05

Branch Locations

334 Via Vera Cruz Suite 254, San Marcos, CA 92078 • 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
Edward Jones St Louis MO 12/2019 Present
Diversyfund San Diego CA 06/2019 09/2019
Rich Uncles Llc/Brix Invest Costa Mesa CA 10/2016 05/2019
Compendia Inc/Community Investors Inc Escondido CA 01/2014 09/2016
  • 12/2019 → Present
    St Louis, MO
  • 06/2019 → 09/2019
    Diversyfund
    San Diego, CA
  • 10/2016 → 05/2019
    Rich Uncles Llc/Brix Invest
    Costa Mesa, CA
  • 01/2014 → 09/2016
    Compendia Inc/Community Investors Inc
    Escondido, CA
Other Businesses

Rental Property Owner Type: Rental Property Date: 05/15/20 Title: Owner Trad Hrs: 0 Tot Hrs: 0 Desc: Rental owner with - using a prop. manager City-State: Mesa AZ

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-02-04
  • S66 Uniform Combined State Law Examination
    2020-02-04
Other Names
  • Brian Dennis Lundberg

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