David A. Blackwood
Professional summary
David Angus Blackwood, CFP®, who also goes by Angus Angus Blackwood, David A Blackwood, David Blackwood, is a registered financial advisor currently at WHITESPACE FINANCIAL, LLC located in La Honda, California and PURSHE KAPLAN STERLING INVESTMENTS located in Palo Alto, California.
David is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. David has worked at 3 firms and has passed the Series 65, Series 63, Series 99TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view David Angus Blackwood's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2007
Experience
March 13, 2009 - Present
WHITESPACE FINANCIAL, LLC
Office #1: 8725 La Honda Rd. Ste. C-2, La Honda, CA 94020March 13, 2009 - Present
PURSHE KAPLAN STERLING INVESTMENTS
Office #1: 228 Hamilton Avenue Suite 300, Palo Alto, CA 94301Office #2: 611 Veterans Blvd Suite 204, Redwood City, CA 94063March 28, 1996 - March 17, 2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
May 11, 1995 - March 17, 2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(3/13/2009)
(3/13/2009)
(8/23/2013)
(3/13/2009)
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationFINRA
Current Firm
WHITESPACE FINANCIAL, LLC
CRD#: 149069 / SEC#: 801-69858
Contact information
Regulatory assets under management
| Total Number of Accounts | 75 |
| AUM (Assets Under Management) | $ 52,090,874 |
Red Flags
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Company Information
WHITESPACE FINANCIAL, LLC
CRD#: 149069La Honda, CA 94020TRUST BUT VERIFY
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