# David Lundberg

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.

## Registration history (8)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [AWAKEN FINANCIAL DESIGNS LLC](https://search.stillhousedata.com/firm/339725) | 2026-02-27 | present | Yes |
| [FOUNDATIONS INVESTMENT ADVISORS LLC](https://search.stillhousedata.com/firm/175083) | 2024-05-01 | 2025-11-04 | — |
| [SOUND INCOME STRATEGIES, LLC](https://search.stillhousedata.com/firm/173272) | 2023-10-30 | 2024-04-08 | — |
| [ONEAMERICA SECURITIES, INC.](https://search.stillhousedata.com/firm/4173) | 2021-05-10 | 2023-04-19 | — |
| [EQUITABLE ADVISORS, LLC](https://search.stillhousedata.com/firm/6627) | 2020-11-27 | 2021-04-09 | — |
| [HELIUM ADVISORS LLC](https://search.stillhousedata.com/firm/282356) | 2020-07-10 | 2020-11-13 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2016-10-05 | 2020-07-16 | — |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2016-06-04 | 2016-10-06 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6444372)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6444372.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.