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John Nicholas David

Bogart Wealth, LLC

Houston, TX

Mclean, VA

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Current Employers
Bogart Wealth, Llc

2010 Corporate Ridge Suite 900, Mclean, VA 22102 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-07-03
  • TX RA
    APPROVED
    Since 2026-07-03

Branch Locations

800 Gessner Road, Suite 350, Houston, TX 77024 • United States

2010 Corporate Ridge Suite 900, Mclean, VA 22102 • 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
Albuquerque Academy Albuquerque NM 06/2016 08/2018
Mcalister's Deli Albuquerque NM 06/2021 08/2021
Trinity University San Antonio TX 08/2018 05/2022
Charles Schwab & Co., Inc Austin TX 05/2022 08/2025
Unemployed Houston TX 08/2025 05/2026
Bogart Wealth Houston TX 05/2026 Present
  • 06/2016 → 08/2018
    Albuquerque Academy
    Albuquerque, NM
  • 06/2021 → 08/2021
    Mcalister's Deli
    Albuquerque, NM
  • 08/2018 → 05/2022
    Trinity University
    San Antonio, TX
  • 05/2022 → 08/2025
    Charles Schwab & Co., Inc
    Austin, TX
  • 08/2025 → 05/2026
    Unemployed
    Houston, TX
  • 05/2026 → Present
    Bogart Wealth
    Houston, TX
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-09-16
  • S63 Uniform Securities Agent State Law Examination
    2024-09-16
Designations
Other Names
  • Jack David

View on SEC IAPD

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Other Offices

BRIDGE CAPITAL ADVISORS · HOUSTON, TX
TSA WEALTH MANAGEMENT · HOUSTON, TX
PEREA CAPITAL · HOUSTON, TX
TRI-STAR ADVISORS, INC. · HOUSTON, TX
HORNOR, TOWNSEND & KENT, LLC · Houston, TX
AMERIPRISE FINANCIAL SERVICES, LLC · Houston, TX
LPL FINANCIAL LLC · HOUSTON, TX
MARINER INDEPENDENT · Houston, TX

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