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David J. Capps

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CRD#: 1221608
DC

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

David James Capps, who also goes by David James Capps Sr, David Capps, David James Capps Sr Sr, David James Capps Sr., was a registered financial professional .

David is a previously registered financial professional and started their career in finance in 1984. David had worked at 13 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 22, Series 6, Series 8, Series 53 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


David James Capps Sr | David Capps | David James Capps Sr Sr | David James Capps Sr.

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

January 14, 2016 - April 4, 2016

NATIONWIDE SECURITIES, LLC

BD
CRD#: 11173
LYNCHBURG, VA
Past

November 13, 2013 - October 13, 2015

ALLSTATE FINANCIAL SERVICES, LLC

BD
CRD#: 18272
Lynchburg, VA
Past

March 7, 2012 - April 9, 2013

FARMERS FINANCIAL SOLUTIONS, LLC

BD
CRD#: 103863
FOREST, VA
Past

March 28, 2008 - June 3, 2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
LYNCHBURG, VA
Past

March 28, 2008 - June 3, 2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
LYNCHBURG, VA
Past

October 15, 2002 - April 14, 2008

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
LYNCHBURG, VA
Past

October 11, 2002 - April 14, 2008

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
LYNCHBURG, VA
Past

September 28, 1998 - October 14, 2002

MORGAN STANLEY DW INC.

RIA
CRD#: 7556
ROANOKE, VA
Past

September 28, 1998 - October 14, 2002

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

July 10, 1995 - September 16, 1998

DAVENPORT & COMPANY LLC

BD
CRD#: 1588
RICHMOND, VA
Past

March 16, 1993 - June 26, 1995

FERGUSON, ANDREWS & ASSOCIATES, INC.

BD
CRD#: 30010
Past

July 22, 1991 - February 20, 1993

J.C. BRADFORD & CO.

BD
CRD#: 1287
NEW YORK, NY
Past

March 14, 1988 - July 25, 1991

SOVRAN INVESTMENT CORPORATION

BD
CRD#: 16441
Past

November 3, 1987 - February 25, 1988

LEGG MASON WOOD WALKER, INCORPORATED

BD
CRD#: 6555
Past

October 30, 1987 - November 4, 1987

LEGG MASON MASTEN INC.

BD
CRD#: 2
Past

January 29, 1985 - October 31, 1987

LEGG MASON WOOD WALKER, INCORPORATED

BD
CRD#: 6555
Past

January 5, 1984 - February 5, 1985

ANDERSON & STRUDWICK, INCORPORATED

BD
CRD#: 48

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
NS
NATIONWIDE SECURITIES, LLC
NATIONWIDE ADVISORY SERVICES, INC | NATIONWIDE SECURITIES, LLC DBA NATIONWIDE ADVISORY SERVICES, LLC | NATIONWIDE SECURITIES, LLC DBA NATIONWIDE ADVISORY SERVICES, INC. | NATIONWIDE SECURITIES, LLC | NATIONWIDE SECURITIES, INC. | NATIONWIDE ADVISORY SERVICES, INC.

CRD#: 11173 / SEC#: 801-69260, 8-12500

RIA
Registered Investment Advisory firm - SEC (7/9/2008 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 12/16/1991
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 8
Date: 10/3/1995
General Securities Sales Supervisor Examination (Options Module & General Module)
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


NS
NATIONWIDE SECURITIES, LLC
NATIONWIDE ADVISORY SERVICES, INC | NATIONWIDE SECURITIES, LLC DBA NATIONWIDE ADVISORY SERVICES, LLC | NATIONWIDE SECURITIES, LLC DBA NATIONWIDE ADVISORY SERVICES, INC. | NATIONWIDE SECURITIES, LLC | NATIONWIDE SECURITIES, INC. | NATIONWIDE ADVISORY SERVICES, INC.

CRD#: 11173 / SEC#: 801-69260, 8-12500

RIA
Registered Investment Advisory firm - SEC (7/9/2008 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information


Main Address
One Nationwide Plaza Mailing Code: 01-17-402, Columbus, OH 43215
Mailing Address
One Nationwide Plaza 1-33-401, Columbus, OH 43215
Phone number
(888) 753-7364
Established
Delaware since 10/09/2007
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
24

SEC notice filing (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

FINRA licenses (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

NSLLC FORM ADV PART 2A BROCHURE (7/8/2025)

Direct owners and executive officers


NamePositionCRD#
NFS DISTRIBUTORS, INC.MANAGING MEMBER
ANIANO, JOSEPH NICHOLASPRESIDENT4303290
GINNAN, STEVEN A.BOARD MANAGER6984613
JESTICE, KEVIN THOMASBOARD MANAGER5363377
RABENSTINE, JAMES JAYVICE PRESIDENT, CHIEF COMPLIANCE OFFICER2025566
ROSWELL, EWAN THEODOREAVP, FINANCE CONTROLLERSHIP-NF AND FINOP3056545
STEVENSON, ERIC RAYBOARD MANAGER5250338

Disclosures


Regulatory Event10
Arbitration3

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


NATIONWIDE SECURITIES, LLC

CRD#: 11173

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