David A. Nash
Professional summary
David Andrew Nash, CFP®, who also goes by David Nash, is a registered financial advisor currently at PARKWOODS WEALTH PARTNERS, LLC located in Sherman Oaks, California.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. David has worked at 7 firms and has passed the Series 63, Series 66, SIE, Series 79, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view David Andrew Nash's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 1, 2025 - Present
PARKWOODS WEALTH PARTNERS, LLC
January 11, 2024 - October 14, 2025
TEND WEALTH
April 19, 2023 - January 10, 2024
LONGVIEW FINANCIAL ADVISORS, LLC
May 10, 2019 - April 11, 2023
DFA SECURITIES LLC
August 25, 2017 - September 27, 2018
BARCLAYS CAPITAL INC.
February 11, 2013 - June 15, 2015
HILLTOP SECURITIES INC.
February 11, 2013 - June 15, 2015
HILLTOP SECURITIES INC.
October 26, 2012 - January 9, 2013
EDWARD JONES
Primary Firm SEC Registration
PARKWOODS WEALTH PARTNERS, LLC
CRD#: 331565 / SEC#: 801-130478
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/1/2025)
Exams
Current Firm
PARKWOODS WEALTH PARTNERS, LLC
CRD#: 331565 / SEC#: 801-130478
Contact information
SEC notice filing (17 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 745 |
| AUM (Assets Under Management) | $ 408,594,987 |
Red Flags
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