David Moberg Nash

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Educational seminars
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2026-04-16
TX	RA	APPROVED_RES	2022-10-13

FL RA
APPROVED

Since 2026-04-16
TX RA
APPROVED_RES

Since 2022-10-13

Branch Locations

Flagler Beach, FL • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Lpl Financial, Llc	Soldotna	AK	04/2016	Present

04/2016 → Present

Lpl Financial, Llc

Soldotna, AK

Previous Registrations

2013-02-11 → 2016-04-06

Edward Jones

Oregon City, OR

St Louis, MO

Other Businesses

1) 2016-04-13 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Skyline Wealth Management - DBA for LPL Business (entity for LPL business) - Y - at reported business location(s) - 2016-04-12 - 160hrs/mth - 140hrs/mth during trading 2) 2021-03-31 - Studio27b - Other - Author and Photographer - N - at reported business location(s) - 2021-03-24 - 10hrs/mth - 0hrs/mth during trading 3) 2024-06-10 - Skyline Wealth Management - Insurance Agency - Y - 1342 SE 13th Place, Canby OR 97013 - 2024-06-06 - 50hrs/mth - 50hrs/mth during trading 4) 2026-05-13 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Skyline Private Wealth, LLC - DBA for LPL Business (entity for LPL business) - Y - at reported business location(s) - 2024-11-04 - 160hrs/mth - 160hrs/mth during trading 5) 2026-05-13 - Skyline Private Wealth, LLC - Non-Variable Insurance - Y - at reported business location(s) - 2021-05-26 - 45hrs/mth - 45hrs/mth during trading 6) 2026-05-13 - Skyline Private Wealth, LLC - Non-Variable Insurance - Y - at reported business location(s) - 2026-05-08 - 20hrs/mth - 20hrs/mth during trading 7) 2026-05-13 - Skyline Private Wealth, LLC - Non-Variable Insurance - Y - at reported business location(s) - 2026-05-08 - 40hrs/mth - 40hrs/mth during trading

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2013-02-08

S66 Uniform Combined State Law Examination

2013-02-08

View on SEC IAPD