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.

Current firm

PRACTICECFO INVESTMENTS

Current firm class

mixed wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Feb 1, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

5

Exams

S65

First exam

Oct 30, 2020

First registration

Oct 30, 2020

Dual registered

no

Other names

Randy Kyle Lundy

IAPD individual key

7265132

• Occurred

  Oct 13, 2023
  Advisor changed firm

  Randy Lundy left Hightower Advisors, Llc for Practicecfo Investments (registered 2023-12-08)

  Form ADVobserved 6 days ago
• Occurred

  Oct 25, 2022
  Advisor changed firm

  Randy Lundy left Highland Private Wealth Management for Hightower Advisors, Llc (registered 2022-09-30)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:a271b3fb-4abd-c1cd-f17c-600198cfdf84

First observed

Oct 30, 2020

Last observed

Sep 15, 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.