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RIA / WealthAdvisorChartered Financial Analyst22 years in industry

DAVID RICHARD NELSON

Advisor at MONUMENT WEALTH MANAGEMENT

MCLEAN, VA | ALEXANDRIA, VA

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Search this name across graphsid dfx:ria:825eaa9b-c847-b7ec-0752-be1d475af3e6

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:55 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jul 9, 2004 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MONUMENT WEALTH MANAGEMENT
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 8, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Chartered Financial Analyst
Exams: S66
First exam: Jul 8, 2004
First registration: Jul 9, 2004
Dual registered: no
IAPD individual key: 1575597

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MONUMENT WEALTH MANAGEMENT	Independent wealth	Apr 1, 2026	n/a	yes	ALEXANDRIA, VA\|MCLEAN, VA	Current employment
VERDENCE CAPITAL ADVISORS, LLC	Independent wealth	Dec 12, 2017	Mar 24, 2026	no	VIENNA, VA\|HUNT VALLEY, MD\|Alexandria, VA	Previous registration
PAGNATOKARP PARTNERS, LLC	Former SEC adviser	Aug 12, 2016	Nov 30, 2017	no	Reston, VA	Previous registration
HIGHTOWER ADVISORS, LLC	Bd affiliated wealth	Oct 5, 2012	Mar 10, 2016	no	RESTON, VA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Jul 9, 2004	Oct 9, 2012	no	WASHINGTON, DC\|WASHINGTON, DC	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
VERDENCE CAPITAL ADVISORS, LLC	MONUMENT WEALTH MANAGEMENT	Mar 24, 2026	Apr 1, 2026	8	Firm change	RIA to RIA
PAGNATOKARP PARTNERS, LLC	VERDENCE CAPITAL ADVISORS, LLC	Nov 30, 2017	Dec 12, 2017	12	Firm change	Other
HIGHTOWER ADVISORS, LLC	PAGNATOKARP PARTNERS, LLC	Mar 10, 2016	Aug 12, 2016	155	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	HIGHTOWER ADVISORS, LLC	Oct 9, 2012	Oct 5, 2012	-4	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
145323:282298:VA:2016-03-10	Mar 10, 2016	Aug 12, 2016	RESTON, VA	Firm change

Relationships

Registered with (5)

→ MONUMENT WEALTH MANAGEMENTRegistered adviserregistration: current employment
Apr 1, 2026 to presentfactForm ADV
→ VERDENCE CAPITAL ADVISORS, LLCRegistered adviserregistration: previous registration
Dec 12, 2017 to Mar 24, 2026factForm ADV
→ PAGNATOKARP PARTNERS, LLCRegistered adviserregistration: previous registration
Aug 12, 2016 to Nov 30, 2017factForm ADV
→ HIGHTOWER ADVISORS, LLCRegistered adviserregistration: previous registration
Oct 5, 2012 to Mar 10, 2016factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Jul 9, 2004 to Oct 9, 2012factForm ADV

Dated events

Occurred
Mar 24, 2026
Advisor changed firm
David Richard Nelson left Verdence Capital Advisors, Llc for Monument Wealth Management (registered 2026-04-01)
Form ADVobserved 4 days ago