David Salinas
Registration & licensing
As recorded in SEC IAPD / FINRA BrokerCheck
- Broker-dealer registration
- Active
- Investment adviser registration
- Active
- Exams passed (5)
- SIESeries 7Series 62Series 65Series 63
- Registered states (11)
- California · Colorado · Florida · Georgia · New Jersey · New York · North Carolina · Ohio · South Carolina · Texas · Washington
- Years in the industry (source record)
- 19
- Professional designations
- Not yet retrieved from the source record
Disclosures
Copied from the official record
No disclosure events are flagged in the source record as of Aug 20, 2026.
This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.
Current firm
From the firm record
- Firm
- Wells Fargo Advisors
- Firm CRD
- 19616
- SEC number
- 801-37967
- Assets under management
- $671.4B as of Jun 23, 2026
- Website
- www.twitter.com/WFINVESTING ↗
- Phone
- 314-875-3000
- Firm location
- St. Louis, MO, 63103-2205
Employment history (14)
From the source registration record · current first
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start not retrieved → present
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start not retrieved → present
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start not retrieved → present
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start not retrieved → present
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start not retrieved → present
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Kingswood Capital Partners, LLCGreenville, SC · BC capacityApr 11, 2023 → Aug 16, 2024
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Kingswood Wealth Advisors, LLCGreenville, SC · IA capacityJun 6, 2022 → Aug 16, 2024
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Benchmark Investments, LLCNew York, NY · BC capacityFeb 25, 2019 → May 19, 2023
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Benchmark Advisory Services, LLCFountain Inn, SC · IA capacityAug 16, 2021 → Jun 6, 2022
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Cape Investment Advisory, Inc.New York, NY · IA capacityJul 29, 2019 → Sep 30, 2020
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Newbridge Financial Services Group, Inc.Fountain Inn, SC · IA capacityApr 19, 2017 → Feb 22, 2019
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Newbridge Securities CorporationNew York, NY · BC capacityOct 22, 2013 → Feb 22, 2019
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Spencer Trask Ventures, Inc.New York, NY · BC capacityJul 24, 2012 → Oct 10, 2013
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Nsm Securities, Inc.West Palm Beach, FL · BC capacityApr 24, 2007 → May 24, 2012
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
Data compiled Aug 20, 2026. Source: IAPD_SEARCH. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.