David Kenneth Nanson

Current Employers

Employment History

• 11/2013 → 11/2017
  Ubs Financial Services Inc
  Lake Oswego, OR
• 11/2017 → 03/2020
  True Private Wealth Advisors, Llc
  Portland, OR
• 11/2017 → 10/2023
  Purshe Kaplan Sterling Investments
  Albany, NY
• 02/2020 → Present
  Bnc Wealth Management, Llc Dba Nbc Capital Advisors
  Portland, OR

Previous Registrations

• 2017-11-30 → 2020-04-01
  True Private Wealth Advisors, Llc
  Portland, OR
  Salem, OR
• 2005-04-07 → 2008-11-21
  Wells Fargo Clearing Services, Llc
  Sisters, OR
  Portland, OR
  Portland, OR

Other Businesses

1. ENTITY NAME: BNC WEALTH MANAGEMENT DBA NBC CAPITAL ADVISORS; INVESTMENT RELATED: YES; ADDRESS: BEAVERTON, OR; NATURE OF THE OTHER BUSINESS: RIA; POSITION/TITLE/RELATIONSHIP: OWNER/IAR; START DATE: 4/2020; APPROXIMATE # OF HOURS A MONTH: 40 HOURS; APPROXIMATE # OF HOURS DURING SECURITIES HOURS: 40 HOURS; BRIEFLY DESCRIBE YOUR DUTIES: TRADING/INVESTMENT ADVISORY AND FINANCIAL PLANNING. 2. ENTITY NAME: SAB HOLDINGS LTD; INVESTMENT RELATED: YES; ADDRESS: BEAVERTON, OR; NATURE OF THE OTHER BUSINESS: S-CORP; POSITION/TITLE/RELATIONSHIP: OWNER; START DATE: 4/2020; APPROXIMATE # OF HOURS A MONTH: 0 HOURS; APPROXIMATE # OF HOURS DURING SECURITIES HOURS: 0 HOURS; BRIEFLY DESCRIBE YOUR DUTIES: S-CORP USED FOR PROCESSING OF SALARY. 3. ENTITY NAME: INSURANCE AGENT; INVESTMENT RELATED: YES; ADDRESS: BEAVERTON, OR; NATURE OF THE OTHER BUSINESS: INSURANCE; POSITION/TITLE/RELATIONSHIP: AGENT; START DATE: 4/2020; APPROXIMATE # OF HOURS A MONTH: DEPENDENT ON CLIENT NEEDS; APPROXIMATE # OF HOURS DURING SECURITIES HOURS: DEPENDENT ON CLIENT NEEDS; BRIEFLY DESCRIBE YOUR DUTIES: SERVICE ANNUITIES. 4. ENTITY NAME: BRATSON LLC; INVESTMENT RELATED: YES; ADDRESS: BEAVERTON, OR; NATURE OF THE OTHER BUSINESS: REAL ESTATE INVESTMENT; POSITION/TITLE/RELATIONSHIP: CO-OWNER; START DATE: 2/2/2022; APPROXIMATE # OF HOURS A MONTH: 2 HOURS; APPROXIMATE # OF HOURS DURING SECURITIES HOURS: O HOURS; BRIEFLY DESCRIBE YOUR DUTIES: MAINTAIN BOOKS AND RECORDS. 5. ENTITY NAME: FREESON LLC; INVESTMENT RELATED: YES; ADDRESS: BEAVERTON, OR; NATURE OF THE OTHER BUSINESS: REAL ESTATE INVESTMENT; POSITION/TITLE/RELATIONSHIP: CO-OWNER OF LLC WITH FRIEND WHO IS ALSO A CLIENT - OWNS 1/3 OF TWO DUPLEXES IN TEXAS; START DATE: 5/10/2022; APPROXIMATE # OF HOURS A MONTH: LESS THAN 1 HOUR; APPROXIMATE # OF HOURS DURING SECURITIES HOURS: O HOURS; BRIEFLY DESCRIBE YOUR DUTIES: ACCEPT RENT.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-06-09
• S63 Uniform Securities Agent State Law Examination
  1998-05-15

Other Names

• David K Nanson