David Angus Blackwood

Current Employers

Employment History

• 03/2009 → Present
  Whitespace Financial, Llc
  La Honda, CA
• 03/2009 → Present
  Purshe Kaplan Sterling Investments
  Abany, NY

Previous Registrations

• 1996-03-28 → 2009-03-17
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Menlo Park, CA
  Palo Alto, CA

Other Businesses

1. WHITESPACE FINANCIAL, LLC, 228 HAMILTON AVE, SUITE 300 PALO ALTO, CA 94301; INVESTMENT-RELATED; REGISTERED INVESTMENT ADVISOR (RIA); MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER; 5 HRS/DAY DEVOTED TO BUSINESS DURING TRADING HOURS; 2 HRS PER DAY OUTSIDE TRADING HRS; 2009 - PRESENT 2. DE ANZA COLLEGE, 21250 STEVENS CREEK BLVD; CUPERTINO, CALIFORNIA; NOT INVESTMENT-RELATED ; ADJUNCT FACULTY MEMBER AND COLLEGE INSTRUCTOR; 16 HOURS/ MONTH OUTSIDE TRADING HOURS, 1997 - PRESENT 3. SAN FRANSCISCO COUNCIL OF THE NAVY LEAGUE OF THE UNITED STATES; NOT INVESTMENT-RELATED; P.O. BOX #888, LA HONDA, CA, 94020; HOST LUNCHEONS, DINNERS AND OTHER ORGANIZATIONAL EVENTS; FORM PARTNERSHIPS WITH OTHER ORGANIZATIONS AND KEEP MEMBERSHIP INFORMED OF COUNCIL ACTIVITIES; PRESIDENT; START DATE - 01/2019; APPROXIMATELY 15 HOURS PER MONTH; APPROXIMATELY 2 HOURS PER MONTH DURING TRADING HOURS. 4. Certified Financial Planner Board of Standards - not investment related - 1425 K St. NW #800, Washington DC 20005 - CFP Standards board (US and Canada) - Volunteer - 1/1/2010 - 4 hours/0 security hours a month - Current Subject Matter Expert and exam item writer; past member of board of exams. When called upon to write items, 3 hours per month. 5. Financial Planning Standards Board - Not investment related - 707 17th St, ste 2925 Denver CO, 80202 - Governance of CFP designation outside of US and Canada. start date 4/2016. Examination Committee Member - 1 hour/0 security hours a month - write questions for international CFP exam. Advise on standardized exam best practices. 6. National Association of Certified Financial Fiduciaries - not investment related - 8514 McAlpine Park Drive #280, Charlotte NC 28211 - Governance of Certified Financial Fiduciary Designation in US. - Chairperson of the Certification Committee - 5/1/2022 - 6 hours/0 trading hours per month - Presiding at all Committee Meetings, supervising all Committee business affairs, working with staff to provide Committee input and coordinate Committee activities. 7. Notary Public. At Registered Location. Non-Investment Related. Notary Public. Notary. 09/2021. 1. 1. Notarize documents for clients, friends and family.

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-06-19
• S63 Uniform Securities Agent State Law Examination
  1995-05-26

Designations

Other Names

• David A Blackwood
• David Angus Blackwood
• David Blackwood
• Angus Angus Blackwood