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DH

David C. Hart

BLAYLOCK VAN
Oakland, CA 94612
Some features on this profile are disabled
CRD#: 2105155
DH

Professional summary


David Charles Hart, who also goes by David Hart, Dave Hart, is a registered financial professional currently at BLAYLOCK VAN, LLC located in Oakland, California.

David is registered as a RR (Registered Representative) and started their career in finance in 1990. David has worked at 9 firms and has passed the Series 63, Series 79TO, Series 52TO, Series 57TO, SIE, Series 55, Series 7, Series 24, Series 4, Series 53 and Series 28 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


David Hart | Dave Hart

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 Charles Hart'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

June 17, 2025 - Present

BLAYLOCK VAN, LLC

Office #1: 350 Frank H. Ogawa Plaza 10th Floor, Oakland, CA, 94612
BD
CRD#: 145317
Oakland, CA
Past

January 29, 2021 - June 9, 2025

CINCAP INVESTMENT GROUP, LLC

BD
CRD#: 118392
CINCINNATI, OH
Past

March 24, 1999 - June 15, 2020

ROSS, SINCLAIRE & ASSOCIATES, LLC

BD
CRD#: 25440
ALAMEDA, CA
Past

November 9, 1998 - February 17, 1999

KEYBANC CAPITAL MARKETS INC.

BD
CRD#: 566
CLEVELAND, OH
Past

September 23, 1997 - November 9, 1998

KEY CAPITAL MARKETS, INC.

BD
CRD#: 39832
CLEVELAND, OH
Past

May 24, 1994 - September 26, 1997

L.M. KOHN & COMPANY

BD
CRD#: 27913
CINCINNATI, OH
Past

April 11, 1994 - June 1, 1994

ROBERT THOMAS SECURITIES, INC

BD
CRD#: 10147
ST. PETERSBURG, FL
Past

June 7, 1991 - November 15, 1993

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
SMITHFIELD, RI
Past

November 23, 1990 - May 28, 1991

HIBBARD BROWN & CO., INC.

BD
CRD#: 18246
NEW YORK, NY

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
California
(6/17/2025)
RR
Ohio
(6/17/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 12/6/1990
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 5/17/2000
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 28
Date: 5/11/1994
Introducing Broker/Dealer Financial Operations Principal Examination
SRO Registrations
RR
FINRA

Current Firm


BV
BLAYLOCK VAN, LLC
BLAYLOCK BEAL VAN, LLC | BLAYLOCK VAN, LLC | BLAYLOCK ROBERT VAN, LLC

CRD#: 145317 / SEC#: 801-69136, 8-67721

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


Main Address
600 Lexington Avenue 10th Floor, Oakland, CA 94612
Mailing Address
600 Lexington Avenue 3rd Floor, New York, NY 10022
Phone number
(212) 715-6600
Established
California since 03/26/2007
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (36 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
ROBERT VAN SECURITIES, INCSOLE VOTING MEMBER
BLAYLOCK & COMPANY, INCNON-VOTING MEMBER
CIULLA, ALEXANDER JOHNFINOP, CFO, PRINCIPAL FINANCIAL OFFICER AND PRINCIPAL OPERATIONS OFFICER2635660
HOUGH, JERVIS BENNETTBD CHIEF COMPLIANCE OFFICER, CHIEF OPERATIONS OFFICER4291302
KALISPEL TRIBAL ECONOMIC AUTHORITYNON-VOTING MEMBER
SEAPORT GLOBAL SECURITIES LLCSHAREHOLDER116270
STANDIFER, ERIC VANMANAGER; CEO; GSP; MSP1025776

Disclosures


Regulatory Event2

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


BLAYLOCK VAN, LLC

CRD#: 145317Oakland, CA 94612

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