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David Michael Nuckols

Winnacle Wealth, LLC

Waco, TX

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Current Employers
Winnacle Wealth, Llc

200 W. Hwy 6 Suite 330, Waco, TX 76712 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-01-20
  • TX RA
    APPROVED
    Since 2022-01-20

Branch Locations

200 W. Hwy 6 Suite 330, Waco, TX 76712 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Brookstone Wealth Advisors, Inc. Brownsville TX 10/2019 Present
Park Avenue Securities Brownsville TX 08/2013 10/2019
Guardian Life Insurance Co Brownsville TX 08/2013 10/2019
Opes Advisors Addison TX 03/2014 10/2019
Hales-Bradford Llp Brownsville TX 07/2014 12/2019
Haynie & Company Brownsville TX 12/2019 Present
Nurture Wealth Waco TX 01/2020 01/2022
Winnow Wealth, Llc Brownsville TX 01/2022 Present
  • 10/2019 → Present
    Brookstone Wealth Advisors, Inc.
    Brownsville, TX
  • 08/2013 → 10/2019
    Park Avenue Securities
    Brownsville, TX
  • 08/2013 → 10/2019
    Guardian Life Insurance Co
    Brownsville, TX
  • 03/2014 → 10/2019
    Opes Advisors
    Addison, TX
  • 07/2014 → 12/2019
    Hales-Bradford Llp
    Brownsville, TX
  • 12/2019 → Present
    Haynie & Company
    Brownsville, TX
  • 01/2020 → 01/2022
    Nurture Wealth
    Waco, TX
  • 01/2022 → Present
    Winnow Wealth, Llc
    Brownsville, TX
Previous Registrations
Other Businesses

BROOKSTONE WEALTH ADVISORS, INC; INVESTMENT RELATED; 855 W. PRICE ROAD, SUITE 25, BROWNSVILLE, TX 78520; INVESTMENT ADVISORY SERVICES; STARTED 10/2019; OCCUPIES 10% OF ADVISORS TIME EACH MONTH. ASCENSION FINANCIAL GROUP, LLC; NON INVESTMENT RELATED; 135 PASEO DEL PRADO, SUITE 62, EDINBURG, TX 78539; REAL ESTATE; PARTIAL OWNER; STARTED 01/2000; 0 HOURS/MONTH DEVOTED; RESPONSIBLE FOR PAYING PROPERTY TAXES AND SIGNING PROPERTY RELATED DOCUMENTATION. HAYNIE & COMPANY; NON INVESTMENT RELATED; 855 W. PRICE ROAD, SUITE 25, BROWNSVILLE, TX 78520; TAX PREPARATION/ACCOUNTING; PARTNER; STARTED 12/2019; 150 HOURS/MONTH DEVOTED; ALL HOURS DEVOTED DURING SECURITIES TRADING HOURS; OFFER TAX PLANNING AND ACCOUNTING SERVICES. Independent Licensed Insurance Agent through various carriers. Investment related; 855 W. PRICE ROAD, SUITE 25, BROWNSVILLE, TX 78520; Start Date: 01/2020. Selling various insurance policies: Life, Long-Term Care, Disability, Annuity. Approximately 10 hrs/ month all during trading.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-10-13
S63 Uniform Securities Agent State Law Examination 1998-02-09
  • S65 Uniform Investment Adviser Law Examination
    1999-10-13
  • S63 Uniform Securities Agent State Law Examination
    1998-02-09

View on SEC IAPD

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