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David Eric Gunderson

Us Freedom Capital Advisors LLC

Richardson, TX

CRD 6191146

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Employer firm

Us Freedom Capital Advisors LLC CRD 283481

$324.8K regulatory AUM 2 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

From the firm’s Form ADV. Read the guides:

Current Employers
Us Freedom Capital Advisors Llc

3400 N. Central Expwy Suite 110-277, Richardson, TX 75080 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2017-05-31
  • TX RA
    APPROVED
    Since 2017-05-31

Branch Locations

3400 N. Central Expwy Suite 110-277, Richardson, TX 75080 • United States

Disclosures

4 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Us Freedom Capital Llc Dallas TX 02/2011 Present
Tobin & Company Securities Llc Dallas TX 01/2014 01/2020
Us Freedom Capital Advisors Llc Dallas TX 09/2015 Present
Corsair Ventures, Llc And Affiliates Dallas TX 03/2016 Present
Power Cord Energy Llc Richardson TX 12/2024 Present
  • 02/2011 → Present
    Us Freedom Capital Llc
    Dallas, TX
  • 01/2014 → 01/2020
    Tobin & Company Securities Llc
    Dallas, TX
  • 09/2015 → Present
    Dallas, TX
  • 03/2016 → Present
    Corsair Ventures, Llc And Affiliates
    Dallas, TX
  • 12/2024 → Present
    Power Cord Energy Llc
    Richardson, TX
Other Businesses

RBTEN LLC, ITS SUBSIDIARIES AND AFFILIATES, 3400 N CENTRAL EXPY, STE 110, RICHARDSON, TX 75080, INVESTMENT RELATED, START 10/1/2017, INVESTMENT MANAGER, MANAGER, 4 HOURS / 4 DURING TRADING HOURS ### US FREEDOM CAPITAL ADVISORS LLC, ITS SUBSIDIARIES AND AFFILIATES, 3400 N CENTRAL EXPY, STE 110, RICHARDSON, TX 75080, INVESTMENT RELATED, START 10/1/2017, INVESTMENT MANAGER, MANAGER, 4 HOURS / 4 DURING TRADING HOURS ### LAKI OHANA 65 PARTNERS, LLC, 1800 Renfro Road, Colleyville, Texas 76034, INVESTMENT RELATED, LLC FOR DAVID GUNDERSON IRA, MANAGER, 4 HOURS / ZERO DURING TRADING HOURS ### LAKI OHANA 65 HOLDINGS, LLC, 1800 Renfro Road, Colleyville, Texas 76034, INVESTMENT RELATED, LLC FOR DAVID GUNDERSON IRA, MANAGER, 4 HOURS / ZERO DURING TRADING HOURS ### US FREEDOM CAPITAL LLC, its subsidiaries AND AFFILIATES, 3400 N. Central Expwy, Stes. 110-277, Richardson, Texas 75080, INVESTMENT RELATED, START 1/1/2011, INVESTMENT MANAGER, Investment MANAGER, 20 HOURS / 20 DURING TRADING HOURS ### LAKI OHANA, LLC, ITS AFFILIATES AND SUBSIDIARIES, 1800 Renfro Road, Colleyville, Texas 76034, FAMILY TRUST, INVESTMENT-RELATED, START 7/1/2013,4 HOURS / ZERO DURING TRADING HOURS Corsair Ventures, LLC its subsidiaries and affiliates; investment related: Yes; 3400 N. Central Expwy, Stes. 110-277, Richardson, Texas 75080; Real Estate Development Services; Owner of Manager LLC; Officer overseeing real estate development activities. ; 2016-03-21; Hours devoted to business during trading hours: 20; Hours devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 5. Power Cord Energy LLC; Investment related: No; 3400 N Central Expy, Ste 110-277 Richardson TX 75080; Description of the business: Electricity brokerage; Position Title: Founding Partner; Responsibilities Duties: All executive functions; Start date: 2024-12-16; Hours per month devoted to business during trading hours: 10; Hours per month devoted to business outside trading hours: 10; Percentage of total yearly compensation expected to be derived from the business: 5.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-11-18
S63 Uniform Securities Agent State Law Examination 2014-03-28
  • S65 Uniform Investment Adviser Law Examination
    2014-11-18
  • S63 Uniform Securities Agent State Law Examination
    2014-03-28

View on SEC IAPD

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