DAVID RICHARD NELSON is an investment adviser representative (IAR) with state registration records since 2004, appearing at 5 firms. Currently registered with MONUMENT WEALTH MANAGEMENT.
| Firm | From | To | Current |
|---|---|---|---|
| MONUMENT WEALTH MANAGEMENT | 2026-04-01 | present | Yes |
| VERDENCE CAPITAL ADVISORS, LLC | 2017-12-12 | 2026-03-24 | — |
| PAGNATOKARP PARTNERS, LLC | 2016-08-12 | 2017-11-30 | — |
| HIGHTOWER ADVISORS, LLC | 2012-10-05 | 2016-03-10 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2004-07-09 | 2012-10-09 | — |