DB
CFP
DB
CFP

David Blackwood

30 Years of Experience
La Honda, CA
Broker

David Blackwood is a CFP-designated registered investment advisor, based in La Honda, CA, with 30 years of industry experience.

Location

8725 La Honda Rd., Ste. C-2, La Honda, CA, 94020

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

David is a managing member and chief compliance officer at Whitespace Financial, LLC, a registered investment advisor, dedicating a significant amount of time to this role. He also serves in various roles including advisory board member at MO-DV, Inc., adjunct faculty at De Anza College, president of the San Francisco Council of the Navy League, and volunteers with several financial planning boards, and is a Notary Public.

Employment History
Current Registrations
Purshe Kaplan Sterling Investments
March 2009 - Present · 17 yrs 2 mos
Whitespace Financial, LLC
March 2009 - Present · 17 yrs 2 mos
Purshe Kaplan Sterling InvestmentsBroker
March 2009 - Present · 17 yrs 2 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 1995 - March 2009 · 13 yrs 10 mos
State Registrations3 states
CAFLNJ
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
David Blackwood - Financial Advisor | TrueAdvisor