DFX Intelligence

Data Factory

RIA / WealthAdvisordual registered (broker-dealer)30 years in industry

DAVID LINDBLAD

Advisor at WELLS FARGO ADVISORS

BOCA RATON, FL | WOODBURY, MN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1e1213fa-88b1-ab22-735d-5af1e7fe6e5d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:58 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Sep 27, 2004 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: WELLS FARGO ADVISORS
Current firm class: wirehousederived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 26, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 4
Exams: S65|S63
First exam: Apr 26, 1996
First registration: Sep 27, 2004
Dual registered: yes, broker-dealer
Other names: DAVID RUSSELL LINDBLAD
IAPD individual key: 2554939

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
WELLS FARGO ADVISORS	Wirehouse	Jul 22, 2024	n/a	yes	WOODBURY, MN\|BOCA RATON, FL	Current employment
WELLS FARGO ADVISORS	Wirehouse	Jan 3, 2011	Jul 22, 2024	no	BLOOMINGTON, MN\|MINNETONKA, MN\|MINNETONKA, MN\|MINNETONKA, MN\|WAYZATA, MN\|WAYZATA, MN	Previous registration
WELLS FARGO INVESTMENTS, LLC	n/a	Sep 27, 2004	Jan 3, 2011	no	MINNETONKA, MN\|HOPKINS, MN\|HOPKINS, MN	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WELLS FARGO ADVISORS	WELLS FARGO ADVISORS	Jul 22, 2024	Jul 22, 2024	0	Channel change	Wirehouse to wirehouse
WELLS FARGO INVESTMENTS, LLC	WELLS FARGO ADVISORS	Jan 3, 2011	Jan 3, 2011	0	Bulk transfer	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
19616:11025:MN:2024-07-22	Jul 22, 2024	Jul 22, 2024	WAYZATA, MN	Firm change

Relationships

Registered with (3)

→ WELLS FARGO ADVISORSRegistered adviserregistration: current employment
Jul 22, 2024 to presentfactForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jan 3, 2011 to Jul 22, 2024factForm ADV
→ WELLS FARGO INVESTMENTS, LLCRegistered adviserregistration: previous registration
Sep 27, 2004 to Jan 3, 2011factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1e1213fa-88b1-ab22-735d-5af1e7fe6e5d
First observed: Sep 27, 2004
Last observed: Sep 14, 2026 6 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

DAVID LINDBLAD

Advisor at WELLS FARGO ADVISORS

BOCA RATON, FL | WOODBURY, MN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1e1213fa-88b1-ab22-735d-5af1e7fe6e5d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:58 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

WELLS FARGO ADVISORS

Wirehouse

Jul 22, 2024

n/a

yes

WOODBURY, MN|BOCA RATON, FL

Current employment

WELLS FARGO ADVISORS

Wirehouse

Jan 3, 2011

Jul 22, 2024

Previous registration

WELLS FARGO INVESTMENTS, LLC

n/a

Sep 27, 2004

Jan 3, 2011

MINNETONKA, MN|HOPKINS, MN|HOPKINS, MN

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

WELLS FARGO ADVISORS

Jul 22, 2024

Channel change

Wirehouse to wirehouse

WELLS FARGO INVESTMENTS, LLC

WELLS FARGO ADVISORS

Jan 3, 2011

Bulk transfer

Other

Team

Left

Joined

From

Kind

19616:11025:MN:2024-07-22

Jul 22, 2024

WAYZATA, MN

Firm change