# DAVID RICHARD NELSON

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.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [MONUMENT WEALTH MANAGEMENT](https://search.stillhousedata.com/firm/159882) | 2026-04-01 | present | Yes |
| [VERDENCE CAPITAL ADVISORS, LLC](https://search.stillhousedata.com/firm/288512) | 2017-12-12 | 2026-03-24 | — |
| [PAGNATOKARP PARTNERS, LLC](https://search.stillhousedata.com/firm/282298) | 2016-08-12 | 2017-11-30 | — |
| [HIGHTOWER ADVISORS, LLC](https://search.stillhousedata.com/firm/145323) | 2012-10-05 | 2016-03-10 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2004-07-09 | 2012-10-09 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/1575597)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/1575597.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.