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RIA / WealthAdvisorCertified Financial Planner13 years in industry

DAVID ANDREW NASH

Advisor at PARKWOODS WEALTH PARTNERS, LLC

Sherman Oaks, CA | CLAYTON, MO

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Search this name across graphsid dfx:ria:d2ab8e51-e6e9-0221-dc88-c5f36b17587c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:07 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Feb 11, 2013 to Sep 14, 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: PARKWOODS WEALTH PARTNERS, LLC
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: Nov 9, 2012earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Nov 9, 2012
First registration: Feb 11, 2013
Dual registered: no
Other names: DAVID NASH
IAPD individual key: 6115676

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
PARKWOODS WEALTH PARTNERS, LLC	Independent wealth	Aug 1, 2025	n/a	yes	Sherman Oaks, CA\|CLAYTON, MO	Current employment
TEND WEALTH	n/a	Jan 11, 2024	Oct 14, 2025	no	SHERMAN OAKS, CA	Previous registration
LONGVIEW FINANCIAL ADVISORS, LLC	Independent wealth	Apr 19, 2023	Jan 10, 2024	no	Sherman Oaks, CA\|BERNARDSVILLE, NJ	Previous registration
HILLTOP SECURITIES INC.	Bd affiliated wealth	Feb 11, 2013	Jun 15, 2015	no	Sherman Oaks, CA	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
TEND WEALTH	PARKWOODS WEALTH PARTNERS, LLC	Oct 14, 2025	Aug 1, 2025	-74	Firm change after gap	Other
LONGVIEW FINANCIAL ADVISORS, LLC	TEND WEALTH	Jan 10, 2024	Jan 11, 2024	1	Firm change	Other
HILLTOP SECURITIES INC.	LONGVIEW FINANCIAL ADVISORS, LLC	Jun 15, 2015	Apr 19, 2023	2,865	Firm change after gap	Other

Relationships

Registered with (4)

→ PARKWOODS WEALTH PARTNERS, LLCRegistered adviserregistration: current employment
Aug 1, 2025 to presentfactForm ADV
→ TEND WEALTHRegistered adviserregistration: previous registration
Jan 11, 2024 to Oct 14, 2025factForm ADV
→ LONGVIEW FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Apr 19, 2023 to Jan 10, 2024factForm ADV
→ HILLTOP SECURITIES INC.Registered adviserregistration: previous registration
Feb 11, 2013 to Jun 15, 2015factForm ADV

Dated events

Occurred
Oct 14, 2025
Advisor changed firm
David Andrew Nash left Tend Wealth for Parkwoods Wealth Partners, Llc (registered 2025-08-01)
Form ADVobserved 5 days ago
Occurred
Jan 10, 2024
Advisor changed firm
David Andrew Nash left Longview Financial Advisors, Llc for Tend Wealth (registered 2024-01-11)
Form ADVobserved 5 days ago