David Tarver has been an investment adviser representative at Wood Tarver Financial Group since September 2026, and is not listed among the firm’s executive officers or direct owners.
Wood Tarver Financial Group, LLC is a Boise, ID firm with $489M under management, 581 clients and 2 advisers in one office, as of its April 2026 filing.
David Tarver’s longest registration was 22 years at UBS Financial Services Inc. (2004–2026). Before joining Wood Tarver Financial Group in 2026, David Tarver was registered through UBS Financial Services Inc.
- Wood Tarver FinancialCurrent– present · under a yearBoise, ID · Adviser representative · Firm CRD 298793
- UBS Financial Services Inc.– · 22 yearsBoise, ID · Adviser representative · Firm CRD 8174
Investment adviser representative registrations
David Tarver is registered as an investment adviser representative in Idaho, since September 2026.
- IdahoSince 13 September 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 3 | National Commodity Futures Examination | 17 September 1993 |
| Series 31 | Futures Managed Funds Examination | 3 June 1993 |
| Series 65 | Uniform Investment Adviser Law Examination | 12 November 1992 |
| Series 7 | General Securities Representative Examination | 12 June 1991 |
| Series 63 | Uniform Securities Agent State Law Examination | 6 May 1991 |
- Name
- Securities Industry Essentials Examination
- Name
- National Commodity Futures Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- David Marshall Tarver
- CRD
- 2138815
- Firm
- Wood Tarver Financial Group · CRD 298793
- Office
- 3232 E BARBER VALLEY DRIVE, Boise, ID 83716
- Registration
- Investment adviser registration
- In the industry since
- June 1991
- Disciplinary history
- Not yet shown here · SEC record
Where does David Tarver work?
David Tarver is an investment adviser representative registered through Wood Tarver Financial Group, LLC since September 2026, and is not listed among the firm’s executive officers or direct owners.
Is David Tarver a financial advisor?
Yes. David Tarver has a current investment-adviser registration in Idaho, through Wood Tarver Financial Group since September 2026.
How many years of experience does David Tarver have?
David Tarver has 35 years in the financial industry, since June 1991, across 2 adviser firms.
What exams has David Tarver passed?
David Tarver has passed 5 licensing exams: the Series 63, Series 7, Series 65, Series 31 and Series 3. The earliest, the Series 63, was passed in May 1991. FINRA credited David Tarver with the SIE, which began in October 2018.
Where is David Tarver based?
David Tarver’s registered office is in Boise, ID.
Is David Tarver registered with FINRA?
No. David Tarver has no current broker registration.
How can I verify David Tarver’s record?
Search CRD 2138815 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Tarver’s full registration record.