David Lundberg is an investment adviser representative (IAR) with state registration records since 2016, appearing at 8 firms. Currently registered with AWAKEN FINANCIAL DESIGNS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| AWAKEN FINANCIAL DESIGNS LLC | 2026-02-27 | present | Yes |
| FOUNDATIONS INVESTMENT ADVISORS LLC | 2024-05-01 | 2025-11-04 | — |
| SOUND INCOME STRATEGIES, LLC | 2023-10-30 | 2024-04-08 | — |
| ONEAMERICA SECURITIES, INC. | 2021-05-10 | 2023-04-19 | — |
| EQUITABLE ADVISORS, LLC | 2020-11-27 | 2021-04-09 | — |
| HELIUM ADVISORS LLC | 2020-07-10 | 2020-11-13 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2016-10-05 | 2020-07-16 | — |
| CHARLES SCHWAB & CO., INC. | 2016-06-04 | 2016-10-06 | — |