Best Investors Account Sign in
Inactive

David Richard Nelson

Monument Wealth Management

Alexandria, VA

Mclean, VA

Claim This Profile
Current Employers
Monument Wealth Management

1940 Duke Street Suite 6100, Alexandria, VA 22314 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-04-01
VA RA APPROVED 2026-04-01
  • TX RA
    APPROVED
    Since 2026-04-01
  • VA RA
    APPROVED
    Since 2026-04-01

Branch Locations

1940 Duke Street Suite 6100, Alexandria, VA 22314 • United States

Mclean, VA • 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
Pagnatokarp Reston VA 03/2016 11/2017
Verdence Capital Advisors Alexandria VA 12/2017 03/2026
Monument Wealth Management Alexandria VA 03/2026 Present
  • 03/2016 → 11/2017
    Pagnatokarp
    Reston, VA
  • 12/2017 → 03/2026
    Verdence Capital Advisors
    Alexandria, VA
  • 03/2026 → Present
    Monument Wealth Management
    Alexandria, VA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-07-08
  • S66 Uniform Combined State Law Examination
    2004-07-08
Designations

View on SEC IAPD

Other Firms

AMERIPRISE FINANCIAL SERVICES, LLC
INTEGRATED WEALTH CONCEPTS LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
EDWARD JONES
THE EDGAR LOMAX COMPANY
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC

Other Investors

Cristina Gabalda
MARIO GABALDA
JOHN. W EXNER
FULTON BRIDGES
NICOLE RENEE WRIGHT
JEFFREY MARTIN CALLAN
Violet Son
Taekyung Yoon

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Alexandria, VA
INTEGRATED WEALTH CONCEPTS LLC · Alexandria, VA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Alexandria, VA
LPL FINANCIAL LLC · ALEXANDRIA, VA
EDWARD JONES · Alexandria, VA
THE EDGAR LOMAX COMPANY · ALEXANDRIA, VA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ALEXANDRIA, VA
LPL FINANCIAL LLC · ALEXANDRIA, VA

More in Alexandria, VA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor