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James Donald David

Focus Partners Wealth, LLC

Fairfax, VA

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Current Employers
Focus Partners Wealth, Llc

190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2025-08-26
  • VA RA
    APPROVED
    Since 2025-08-26

Branch Locations

8315 Route 29 Suite 325, Fairfax, VA 22031 • 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
David Wealth Management, Llc Fairfax VA 07/2012 Present
Focus Partners Wealth, Llc Fairfax VA 08/2025 Present
Previous Registrations
  • 2012-07-03 → 2025-08-26
    David Wealth Management, Llc
    Fairfax, VA
    Fairfax, VA
    Fairfax, VA
  • 2004-01-08 → 2009-05-29
    Fbr Investment Management, Inc.
    Arlington , VA
  • 2003-05-21 → 2003-12-31
    Fbr Investment Management, Inc.
    Arlington , VA
  • 2002-06-24 → 2003-04-14
    Friedman Billings Ramsey Investment Management Inc
    Arlington, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-05-17
S66 Uniform Combined State Law Examination 2000-02-29
  • S65 Uniform Investment Adviser Law Examination
    2012-05-17
  • S66 Uniform Combined State Law Examination
    2000-02-29
Designations
Other Names
  • Jim David

View on SEC IAPD

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