DAVID K LUNDGREN is an investment adviser representative (IAR) with state registration records since 2002, appearing at 4 firms. Currently registered with MERIDIAN WEALTH MANAGEMENT, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| MERIDIAN WEALTH MANAGEMENT, LLC | 2023-09-28 | present | Yes |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2017-07-27 | 2023-10-27 | — |
| PNC MANAGED ACCOUNT SOLUTIONS, INC. | 2015-01-21 | 2017-02-27 | — |
| BANC OF AMERICA INVESTMENT SERVICES, INC. | 2002-08-15 | 2006-10-25 | — |