David Ermlick has been an investment adviser representative at First Advisors National since January 2018, and is not listed among the firm’s executive officers or direct owners. David Ermlick studied Degrees in Economics and Music at the College of William and Mary.
First Advisors National, LLC is an Atlanta, GA firm with $506M under management, 4,858 clients and 64 advisers across 63 offices, as of its March 2026 filing.
Dave Ermlick is Founder and CEO of Ermlick Retirement Services and Director of Investments and Financial Planning for Cornerstone Senior Services; advisory services are offered through First Advisors National. He has been in the financial services industry for more than 30 years, with an emphasis on retirement and estate planning. Before founding his own firm, he was vice president of Long Term Preferred Care, a long-term care insurance marketer, and he has experience in federal benefits.
David Ermlick’s longest registration is the current one, 8 years at First Advisors National since 2018. Before joining First Advisors National in 2018, David Ermlick was registered through Center Street Advisors, Inc. and Cherry Investment Advisors, LTD.
- First Advisors National, LLCCurrent– present · 8 yearsCentreville, VA · Adviser representative · Firm CRD 166212
- – · under a yearAtlanta, GA · Adviser representative · Firm CRD 166212
- Center Street Advisors, Inc.– · 1 yearCentreville, VA · Adviser representative · Firm CRD 169329
- – · 3 yearsCentreville, VA · Adviser representative · Firm CRD 166212
- Cherry Investment Advisors, LTD.– · under a yearCentreville, VA · Adviser representative · Firm CRD 149347
- MML Investors Services, LLC– · 4 yearsCentreville, VA · Adviser representative · Firm CRD 10409
Investment adviser representative registrations
David Ermlick is registered as an investment adviser representative in Virginia, since January 2018.
- VirginiaSince 8 January 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 8 January 2008 |
| Series 65 | Uniform Investment Adviser Law Examination | 24 October 2007 |
| Series 7 | General Securities Representative Examination | 10 September 2007 |
| Series 63 | Uniform Securities Agent State Law Examination | 3 September 2004 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 27 August 2004 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- David Lewis Ermlick
- CRD
- 4846833
- Firm
- First Advisors National · CRD 166212
- Office
- 14514 Flaff Staff Ct, Centreville, VA 20121
- Registration
- Investment adviser registration
- In the industry since
- August 2004
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- ermlickretirementplanning.com
Where does David Ermlick work?
David Ermlick is an investment adviser representative registered through First Advisors National, LLC since January 2018, and is not listed among the firm’s executive officers or direct owners.
Is David Ermlick a financial advisor?
Yes. David Ermlick has a current investment-adviser registration in Virginia, through First Advisors National since January 2018.
How many years of experience does David Ermlick have?
David Ermlick has 22 years in the financial industry, since August 2004, across 4 adviser firms.
What exams has David Ermlick passed?
David Ermlick has passed 5 licensing exams: the Series 6, Series 63, Series 7, Series 65 and Series 24. The earliest, the Series 6, was passed in August 2004. FINRA credited David Ermlick with the SIE, which began in October 2018.
Where did David Ermlick work before First Advisors National?
Before First Advisors National, David Ermlick was registered through First American National Investment Advisors, LLC, January 2018 to January 2018; Center Street Advisors, Inc., August 2016 to January 2018; First American National Investment Advisors, LLC, January 2013 to August 2016; Cherry Investment Advisors, LTD., February 2012 to January 2013; MML Investors Services, LLC, November 2007 to January 2012.
Where is David Ermlick based?
David Ermlick’s registered office is in Centreville, VA.
Is David Ermlick registered with FINRA?
No. David Ermlick has no current broker registration.
How can I verify David Ermlick’s record?
Search CRD 4846833 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Ermlick’s full registration record.
