David Magnuson

Current Employers

Burlingame Wealth Management, Llc

345 Lorton Ave., Suite 201, Burlingame, CA 94010 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2019-01-25

CA RA
APPROVED

Since 2019-01-25

Branch Locations

345 Lorton Ave., Suite 201, Burlingame, CA 94010 • 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
Law Offices Of David Magnuson	Burlingame	CA	04/2010	Present
Dan Goldie Financial Services	Palo Alto	CA	12/2017	12/2018
Burlingame Wealth Management, Llc	Burlingame	CA	12/2018	Present

04/2010 → Present

Law Offices Of David Magnuson

Burlingame, CA
12/2017 → 12/2018

Dan Goldie Financial Services

Palo Alto, CA
12/2018 → Present

Burlingame Wealth Management, Llc

Burlingame, CA

Previous Registrations

2017-12-26 → 2019-05-31

Dan Goldie Financial Services Llc

Burlingame, CA

Other Businesses

Law Offices of David Magnuson Non-investment related 345 Lorton Avenue, Suite 201 Burlingame CA 94010 Nature of business: Law Firm Attorney and owner 12/2009-present 100 hours per month total 50 hours per month during trading hours Duties: Advise clients on legal matters

Current Employers

Burlingame Wealth Management, Llc

Disclosures

Employment History

Previous Registrations

Other Businesses

Designations

Other Firms

Other Investors

Other Offices

Reviews