David Nuckols has been an investment adviser representative at Winnacle Wealth since January 2022, and is not listed among the firm’s executive officers or direct owners.
Winnacle Wealth, LLC is a Waco, TX firm with $145M under management, 385 clients and 5 advisers in one office, as of its May 2026 filing.
David Nuckols’ longest registration was 20 years at Park Avenue Securities LLC (1999–2019). Before joining Winnacle Wealth in 2022, David Nuckols was registered through Brookstone Wealth Advisors, LLC and Park Avenue Securities LLC.
- Brookstone Wealth Advisors, LLC– · 5 yearsBrownsville, TX · Adviser representative · Firm CRD 137658
- Park Avenue Securities LLC– · 20 yearsBrownsville, TX · Adviser representative · Firm CRD 46173
Investment adviser representative registrations
David Nuckols is registered as an investment adviser representative in Texas, since January 2022.
- TexasSince 20 January 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 13 October 1999 |
| Series 63 | Uniform Securities Agent State Law Examination | 9 February 1998 |
| Series 7 | General Securities Representative Examination | 20 January 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 Michael Nuckols
- CRD
- 2983397
- Firm
- Winnacle Wealth · CRD 317181
- Office
- 200 W. HWY 6, SUITE 330, Waco, TX 76712
- Registration
- Investment adviser registration
- In the industry since
- April 1998
- Disciplinary history
- Not yet shown here · SEC record
Where does David Nuckols work?
David Nuckols is an investment adviser representative registered through Winnacle Wealth, LLC since January 2022, and is not listed among the firm’s executive officers or direct owners.
Is David Nuckols a financial advisor?
Yes. David Nuckols has a current investment-adviser registration in Texas, through Winnacle Wealth since January 2022.
How many years of experience does David Nuckols have?
David Nuckols has 28 years in the financial industry, since April 1998, across 3 adviser firms.
What exams has David Nuckols passed?
David Nuckols has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in January 1998. FINRA credited David Nuckols with the SIE, which began in October 2018.
Where did David Nuckols work before Winnacle Wealth?
Before Winnacle Wealth, David Nuckols was registered through Park Avenue Securities LLC, May 1999 to October 2019.
Where is David Nuckols based?
David Nuckols’ registered office is in Waco, TX.
Is David Nuckols registered with FINRA?
No. David Nuckols has no current broker registration.
How can I verify David Nuckols’ record?
Search CRD 2983397 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Nuckols’ full registration record.
