David Nanson has been Partner of BNC Wealth Management since April 2020, is a control person of the firm and directly owns between 50% and 75% of it.
BNC Wealth Management, LLC is a Beaverton, OR firm with $847M under management, 2,272 clients and 4 advisers across 2 offices, as of its August 2026 filing.
David Nanson’s longest registration is the current one, 6 years at BNC Wealth Management since 2020. Before joining BNC Wealth Management in 2020, David Nanson was registered through True Private Wealth Advisors, LLC and Wachovia Securities, LLC.
- NBC Capital AdvisorsCurrent– present · 6 yearsBeaverton, OR · Adviser representative · Firm CRD 306483
- True Private Wealth Advisors, LLC– · 2 yearsPortland, OR · Adviser representative · Firm CRD 164947
- Wachovia Securities, LLC– · 3 yearsPortland, OR · Adviser representative · Firm CRD 19616
Investment adviser representative registrations
David Nanson is registered as an investment adviser representative in 9 states, as a resident of Texas. The first approvals date from February 2020; the most recent is Idaho, in September 2025.
- ArizonaSince 9 April 2020
- CaliforniaSince 9 April 2020
- ColoradoSince 15 November 2021
- FloridaSince 9 November 2023
- IdahoSince 24 September 2025
- NevadaSince 21 October 2022
- OregonSince 12 February 2020
- TexasResidentSince 9 April 2020
- WashingtonSince 9 April 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 9 June 1998 |
| Series 63 | Uniform Securities Agent State Law Examination | 15 May 1998 |
| Series 7 | General Securities Representative Examination | 8 May 1998 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- David Kenneth Nanson
- CRD
- 3035581
- Firm
- BNC Wealth Management · CRD 306483
- Role
- Partner
- Office
- 8625 SW CASCADE AVE., SUITE 410, Beaverton, OR 97008
- Registration
- Investment adviser registration
- In the industry since
- June 1998
- Disciplinary history
- Not yet shown here · SEC record
Where does David Nanson work?
David Nanson has been Partner of BNC Wealth Management, LLC since April 2020, and is a control person of the firm.
Is David Nanson a financial advisor?
Yes. David Nanson has a current investment-adviser registration in Arizona, California, Colorado, Florida, Idaho, Nevada, Oregon, Texas and Washington, through BNC Wealth Management since February 2020.
How many years of experience does David Nanson have?
David Nanson has 28 years in the financial industry, since June 1998, across 3 adviser firms.
What exams has David Nanson passed?
David Nanson has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in May 1998. FINRA credited David Nanson with the SIE, which began in October 2018.
Where did David Nanson work before BNC Wealth Management?
Before BNC Wealth Management, David Nanson was registered through Wachovia Securities, LLC, April 2005 to November 2008.
Where is David Nanson based?
David Nanson’s registered office is in Beaverton, OR.
Is David Nanson registered with FINRA?
No. David Nanson has no current broker registration.
How can I verify David Nanson’s record?
Search CRD 3035581 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Nanson’s full registration record.
- Michelle EldridgeChief Compliance Officer
- Jason BrattPartner