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DA

David C. Adams

TRADEPRO SECURITIES.
Lawrenceville, GA 30044
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CRD#: 1775653
DA

Professional summary


David Carlton Adams JR, who also goes by Dave Adams, David C Adams Jr, David Carlton Adams, is a registered financial professional currently at TRADEPRO SECURITIES, LLC. located in Lawrenceville, Georgia.

David is registered as a RR (Registered Representative) and started their career in finance in 1988. David has worked at 25 firms and has passed the Series 63, Series 65, Series 99TO, Series 22TO, Series 52TO, Series 42, Series 72, Series 79TO, Series 6TO, Series 82TO, SIE, Series 62, Series 7, Series 26, Series 39 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Dave Adams | David C Adams Jr | David Carlton Adams

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view David Carlton Adams JR's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

January 27, 2025 - Present

TRADEPRO SECURITIES, LLC.

Office #1: 340 Congress Parkway,, Lawrenceville, GA 30044
BD
CRD#: 103781
Lawrenceville, GA
Past

April 28, 2023 - February 25, 2025

J.H. DARBIE & CO., INC.

BD
CRD#: 43520
NEW YORK, NY
Past

March 10, 2022 - March 3, 2023

CRITO CAPITAL LLC

BD
CRD#: 161724
WESTPORT, CT
Past

March 26, 2019 - November 3, 2021

TRADEPRO SECURITIES, LLC.

BD
CRD#: 103781
LAWRENCEVILLE, GA
Past

July 23, 2018 - March 19, 2019

BENJAMIN & JEROLD BROKERAGE I, LLC

BD
CRD#: 29110
NEW YORK, NY
Past

January 12, 2017 - October 9, 2018

FOREST SECURITIES,INC.

BD
CRD#: 16255
HILLSIDE, IL
Past

February 16, 2016 - December 9, 2016

ACAP FINANCIAL INC.

BD
CRD#: 7731
SALT LAKE CITY, UT
Past

July 31, 2012 - February 12, 2016

SPENCER EDWARDS, INC.

BD
CRD#: 22067
CENTENNIAL, CO
Past

March 14, 2011 - July 26, 2012

BMA SECURITIES, LLC

BD
CRD#: 108219
CANOGA PARK, CA
Past

June 8, 2010 - March 11, 2011

CAPITAL GROWTH RESOURCES

BD
CRD#: 7779
EL CAJON, CA
Past

August 19, 2009 - June 21, 2010

SCOTTSDALE CAPITAL ADVISORS CORP

BD
CRD#: 118786
NEWPORT BEACH, CA
Past

January 15, 2008 - August 25, 2009

WORLD TRADE FINANCIAL CORPORATION

BD
CRD#: 42638
SAN DIEGO, CA
Past

April 2, 2007 - January 4, 2008

AARON CAPITAL INCORPORATED

BD
CRD#: 28583
COLUMBUS, GA
Past

May 8, 2003 - June 28, 2004

CAPITAL GROWTH RESOURCES

BD
CRD#: 7779
EL CAJON, CA
Past

September 27, 2000 - May 9, 2001

SALOMON GREY FINANCIAL CORPORATION

BD
CRD#: 43413
DALLAS, TX
Past

January 31, 1999 - September 14, 2000

HAMPTON-PORTER, INVESTMENT BANKERS, A CALIFORNIA LLC

BD
CRD#: 42949
SAN DIEGO, CA
Past

April 3, 1998 - December 30, 1998

FORTRESS FINANCIAL GROUP, LTD.

BD
CRD#: 42414
ISLE OF PALMS, SC
Past

November 27, 1995 - January 14, 1998

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ
Past

June 30, 1994 - April 25, 1995

PAULSON INVESTMENT COMPANY LLC

BD
CRD#: 5670
PORTLAND, OR
Past

June 23, 1993 - June 21, 1994

GLOBAL CAPITAL SECURITIES CORPORATION

BD
CRD#: 16184
ENGLEWOOD, CO
Past

August 17, 1992 - May 5, 1993

MONACO SECURITIES, INC.

BD
CRD#: 15719
DENVER, CO
Past

May 7, 1992 - August 4, 1992

AMR SECURITIES, INC.

BD
CRD#: 23368
Past

May 23, 1990 - April 1, 1992

H.J. MEYERS & CO., INC.

BD
CRD#: 15609
ROCHESTER, NY
Past

November 30, 1989 - February 7, 1990

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY
Past

April 20, 1989 - December 2, 1989

J. W. GANT & ASSOCIATES, INC.

BD
CRD#: 7963
Past

March 13, 1989 - April 27, 1989

THE STUART-JAMES COMPANY, INCORPORATED

BD
CRD#: 11691
Past

March 23, 1988 - October 2, 1989

F.D. ROBERTS SECURITIES, INC.

BD
CRD#: 693

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arizona
(3/5/2025)
RR
California
(2/27/2025)
RR
Colorado
(4/2/2025)
RR
Connecticut
(1/27/2025)
RR
Nevada
(2/27/2025)
RR
New Jersey
(1/27/2025)
RR
South Carolina
(2/27/2025)
RR
Texas
(1/28/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 8/9/2008
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 4/11/1997
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 22TO
Date: 1/2/2023
Direct Participation Programs Representative Examination
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
RR
Series 42
Date: 1/2/2023
Registered Options Representative Examination
General Industry/Product Exam
RR
Series 72
Date: 1/2/2023
Government Securities Representative Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
Series 82TO
Date: 1/2/2023
Limited Representative-Private Securities Offerings
General Industry/Product Exam
General Industry/Product Exam
RR
Series 62
Date: 6/28/2008
Corporate Securities Limited Representative Examination
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
Cboe BYX Exchange, Inc.
SRO Registrations
RR
Cboe BZX Exchange, Inc.
SRO Registrations
RR
Cboe EDGA Exchange, Inc.
SRO Registrations
RR
Cboe EDGX Exchange, Inc.
SRO Registrations
RR
FINRA
SRO Registrations
RR
MIAX PEARL, LLC
SRO Registrations
RR
NYSE Arca, Inc.
SRO Registrations
RR
Nasdaq BX, Inc.
SRO Registrations
RR
Nasdaq PHLX LLC
SRO Registrations
RR
Nasdaq Stock Market

Current Firm


TS
TRADEPRO SECURITIES, LLC.
AUTOSHARES | TRADEPRO SECURITIES,INC. | TRADEPRO SECURITIES, LLC. | TRADEPRO SECURITIES, INC. | SOUTHERN TRUST SECURITIES, INC. | SOUTHERN TRUST SECURITIES ASSET MANAGEMENT, INC. | OPTIONSROUTE | CIS ASSET MANAGEMENT, INC | CAPITAL INVESTMENT SERVICES, INC.

CRD#: 103781 / SEC#: , 8-52282

BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
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Contact information


Main Address
340 Congress Parkway,, Lawrenceville, GA 30044
Mailing Address
340 Congress Parkway,, Lawrenceville, GA 30044
Phone number
(305) 446-4800
Established
Florida since 06/10/1999
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
SAMATA HOLDINGS LLCOWNER
CASS, STEPHEN JOHNPRESIDENT/FINOP/OWNER2317871
DOLAN, TERENCE JR.COO/BUSINESS DEVELOPMENT/OWNER2352516
BURGESS-GAY, CLAUDETTE YVONNECCO/AMLCO2547910

Disclosures


Regulatory Event5

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


TRADEPRO SECURITIES, LLC.

CRD#: 103781Lawrenceville, GA 30044

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