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DA

David K. Adair

Some features on this profile are disabled
CRD#: 2851331
DA

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

David Keith Adair was a registered financial professional .

David is a previously registered financial professional and started their career in finance in 1997. David had worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 3, Series 7, Series 4, Series 24, Series 9 and Series 10 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

July 23, 2025 - November 17, 2025

FRENCH CAPITAL MANAGEMENT, LLC

RIA
CRD#: 177517
Eagle Mountain, UT
Past

August 8, 2024 - August 28, 2024

EDELMAN FINANCIAL ENGINES

RIA
CRD#: 104510
EAGLE MOUNTAIN, UT
Past

July 13, 2018 - April 22, 2024

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
Salt Lake City, UT
Past

January 28, 2014 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
SALT LAKE CITY, UT
Past

January 2, 2014 - April 22, 2024

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
SALT LAKE CITY, UT
Past

July 25, 2006 - July 10, 2012

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
SALT LAKE CITY, UT
Past

January 27, 2004 - January 26, 2006

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
WESTLAKE, TX
Past

January 3, 2003 - December 31, 2004

CYBERTRADER, INC.

BD
CRD#: 44523
AUSTIN, TX
Past

August 5, 1997 - January 23, 2003

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
WESTLAKE, TX

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 1/6/2014
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 8/7/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 3
Date: 8/11/2003
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 7
Date: 8/1/1997
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 4
Date: 10/11/2006
Registered Options Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 8/3/2004
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 9
Date: 5/11/2000
General Securities Sales Supervisor - Options Module Examination
Principal/Supervisory Exam
RR
Series 10
Date: 4/26/2000
General Securities Sales Supervisor - General Module Examination

Current Firm

FC
FRENCH CAPITAL MANAGEMENT, LLC
FRENCH CAPITAL MANAGEMENT, LLC | FRENCH, JASON IAN

CRD#: 177517 / SEC#: 802-83168

Florida
Registered Investment Advisory firm - (10/5/2018 Approved)
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Contact information

Main Address
13080 Silver Oak Drive, Jacksonville, FL 32223
Mailing Address
13080 Silver Oak Drive, Jacksonville, FL 32223
Phone number
(904) 479-8843
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

Exempt reporting advisers

Exempt Reporting Advisers ("ERA") are investment advisers that are not required to register as investment advisers because they rely on certain exemptions from registration under sections 203(l) and 203(m) of the Investment Advisers Act of 1940 and related rules. Certain state securities regulatory authorities have similar exemptions based on state statutes or regulations. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. Other state securities regulatory authorities require an ERA to register as an investment adviser and file a complete Form ADV. Below are the regulators with which an ERA report is filed.
SEC / JURISDICTIONREPORTING STATUSEFFECTIVE DATE
SECERA - Withdrawn10/5/2018
FloridaERA - Withdrawn7/19/2018

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

FRENCH CAPITAL MANAGEMENT, LLC

CRD#: 177517

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