David Stanley Price

Current Employers

Employment History

• 02/2002 → 10/2016
  Clarfeld Financial Advisors, Llc
  Tarrytown, NY
• 10/2016 → 11/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 11/2016 → 11/2018
  Bank Of America, N.A.
  New York, NY
• 02/2021 → 02/2024
  Purshe Kaplan Sterling Investments
  Albany, NY
• 12/2020 → Present
  Navis Wealth Advisors Llc
  Rye Brook, NY
• 11/2018 → 01/2021
  Sanctuary Securities Inc.
  Indianapolis, IN
• 02/2024 → Present
  Great Point Capital, Llc
  Chicago, IL
• 05/2026 → Present
  Quincy Wells Capital, Llc
  Chicago, IL

Previous Registrations

• 2018-11-02 → 2021-01-08
  Sanctuary Advisors, Llc
  Rye Brook, NY
  Miami, FL
• 2016-11-21 → 2018-11-06
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY

Other Businesses

1) Navis Wealth Advisors, LLC - Investment Related - 800 Westchester Ave, Ste S700, Rye Brook, NY 10573 - Registered Investment Advisor - Managing Partner - 12/2020 - 140 hours a month - 142 trading hours a month - 142 Hours a month - I provide investment advisory and financial planning to clients. 2) Navis Wealth Preservation, LLC - Investment Related - 800 Westchester Ave, Ste S700, Rye Brook, NY 10573 - Life, Disability, and Long-Term Care Insurance - Managing Partner - 12/2020 - 10 hours a month 0 trading hours a month - I provide insurance advice and recommend appropriate insurance products to clients. 3) Navis Tax, LLC - Not investment related - 800 Westchester Ave, Ste S602, Rye Brook, NY 10573 - Tax planning and Preparation - Managing Partner - 10/2019 - I supervise that tax practice. 4) Navis Wealth Management, LLC - not investment related - 800 Westchester Ave, Ste S602, Rye Brook, NY 10573 - Holding Company - Managing Partner - 10/2019 - 2 hours a month - 0 trading hours a month 5) Navis Wealth Partners, LLC - not investment related - 800 Westchester Ave, Ste S602, Rye Brook, NY 10573 - Holding Company - Managing Partner 6) RRP Partners, LLC - not investment related - 800 Westchester Ave, Ste S602, Rye Brook, NY 10573 - Holding Company - Managing Partner 7) David will be Director for Navis Foundation, Inc. The duties he will conduct will be to Oversee all activities of the foundation.

Exams

• S66 Uniform Combined State Law Examination
  2016-11-18
• S63 Uniform Securities Agent State Law Examination
  1998-04-20

Designations

Other Names

• David Stanley Price
• David Price
• David S Price