AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
HD

Hugh D. Dunn

THE ROCKWELL FINANCIAL GROUP
White Plains, NY 10601
Some features on this profile are disabled
CRD#: 2219252
HD

Professional summary


Hugh Daniel Dunn JR, who also goes by Danny Dunn Jr, Danny Dunn, Hugh Daniel Dunn, is a registered financial professional currently at THE ROCKWELL FINANCIAL GROUP, INC. located in White Plains, New York.

Hugh is registered as a RR (Registered Representative) and started their career in finance in 1992. Hugh has worked at 9 firms and has passed the Series 63, Series 52TO, SIE, Series 7, Series 14, Series 53 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Danny Dunn Jr | Danny Dunn | Hugh Daniel Dunn

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 Hugh Daniel Dunn 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

February 11, 2002 - Present

THE ROCKWELL FINANCIAL GROUP, INC.

Office #1: 2 William Street, Suite # 403, White Plains, NY 10601Office #2: 240 W. Old Country Road . Suite 3, Hicksville, NY 11801
BD
CRD#: 26153
White Plains, NY
Past

November 12, 1997 - February 13, 1998

AC FINANCIAL, INC.

BD
CRD#: 21616
PALM HARBOR, FL
Past

October 31, 1996 - November 19, 1997

MAY, DAVIS GROUP INC.

BD
CRD#: 35622
NEW YORK, NY
Past

April 4, 1996 - December 5, 1996

LEGEND MERCHANT GROUP, INC.

BD
CRD#: 5155
NEW YORK, NY
Past

June 1, 1995 - December 15, 1995

BUTTONWOOD SECURITIES, INC.

BD
CRD#: 18420
NEW YORK, NY
Past

March 22, 1995 - May 17, 1995

RICKEL & ASSOCIATES, INC.

BD
CRD#: 7839
NEW YORK, NY
Past

December 21, 1994 - March 14, 1995

CRESSIDA CAPITAL, INC

BD
CRD#: 32352
NEW YORK, NY
Past

September 29, 1994 - December 15, 1994

CORTLANDT CAPITAL CORPORATION

BD
CRD#: 25152
NEW YORK CITY, NY
Past

March 26, 1992 - June 22, 1994

A.S. GOLDMEN & CO., INC.

BD
CRD#: 23180
RED BANK, NJ

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
(2/2/2022)
RR
California
(5/14/1999)
RR
Colorado
(8/17/1999)
RR
Connecticut
(8/20/1998)
RR
Delaware
(2/15/2022)
RR
District of Columbia
(7/24/1998)
RR
Florida
(5/9/2001)
RR
Georgia
(11/2/1998)
RR
Illinois
(7/10/1998)
RR
Kansas
(10/22/1999)
RR
Kentucky
(8/26/1999)
RR
Louisiana
(2/4/1999)
RR
Maryland
(7/14/1998)
RR
Massachusetts
(3/16/2000)
RR
Michigan
(7/30/1999)
RR
Minnesota
(10/21/1999)
RR
Mississippi
(9/28/1999)
RR
New Jersey
(7/20/1998)
RR
New York
(2/4/1999)
RR
Ohio
(8/27/1999)
RR
Pennsylvania
(7/17/1998)
RR
South Carolina
(1/24/2022)
RR
Texas
(2/12/1999)
RR
Virginia
(7/8/1999)
RR
Wisconsin
(3/26/2001)

Exams


State Security Law Exam
RR
Series 63
Date: 4/1/1992
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 52TO
Date: 9/25/2025
Municipal Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


TR
THE ROCKWELL FINANCIAL GROUP, INC.
MULLINS & COMPANY, INC. | THE ROCKWELL FINANCIAL GROUP, INC.

CRD#: 26153 / SEC#: , 8-42399

BD
Broker-Dealer Firm Regulated by FINRA (Long Island district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
240 W. Old Country Road . Suite 3, Hicksville, NY 11801
Mailing Address
240 W. Old Country Road . Suite 3, Hicksville, NY 11801
Phone number
(516) 499-9453
Established
New Jersey since 01/05/1998
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (25 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#
ROCKWELL CAPITAL CORP.PARENT COMPANY
DUNN, HUGH DANIEL JRVICE PRESIDENT, CHIEF COMPLIANCE OFFICER2219252
HALKITIS, MICHAEL JOHNPESIDENT, FINOP. SROP, CROP2246940

Disclosures


Regulatory Event2
Arbitration1

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


THE ROCKWELL FINANCIAL GROUP, INC.

CRD#: 26153White Plains, NY 10601

TRUST BUT VERIFY

Monitor Hugh Dunn

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Richard Gaspare Dragotta
Richard DragottaAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
Paramus, NJ
Anita Narendra Srivastava
Anita SrivastavaAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
Paramus, NJ
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics