RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
- Title
- Managing Director, Senior Wealth Managerreportedlidoadvisors.comfirm site, Sep 15, 2026
- Professional profile
- lidoadvisors.com/team/david-lundquistreportedlidoadvisors.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- L••• independent RIA currentsince Feb 15, 2017 · San Diego, Ca
- K•• S•••• • A••••••••• I•• formerJan 25, 2017 to Jan 30, 2019 · San Diego, Ca
- C•••••••• M••••••••• G•••• formerOct 14, 2016 to Nov 11, 2016 · San Diego, Ca
- B••• W••••• G••••• I•• independent RIAMay 3, 2016 to Jul 6, 2016 · San Diego, Ca
- F••••• I••••••••• independent RIAAug 27, 2004 to Jan 7, 2016 · Woodside, Ca
- K•• S•••• • A••••••••• I•• to L•••left Jan 30, 2019, registered Feb 15, 2017 (-714 days) · Other
- C•••••••• M••••••••• G•••• to K•• S•••• • A••••••••• I••left Nov 11, 2016, registered Jan 25, 2017 (75 days) · Other
- B••• W••••• G••••• I•• to C•••••••• M••••••••• G••••left Jul 6, 2016, registered Oct 14, 2016 (100 days) · Other
- F••••• I••••••••• to B••• W••••• G••••• I••left Jan 7, 2016, registered May 3, 2016 (117 days) · Other
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 22derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address