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BD

Bernard W. Dan

ONECHRONOS
New York, NY 10012
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CRD#: 2421761
BD

Professional summary


Bernard William Dan is a registered financial professional currently at ONECHRONOS located in New York, New York.

Bernard is registered as a RR (Registered Representative) and started their career in finance in 1998. Bernard has worked at 4 firms and has passed the Series 63, SIE, Series 7, Series 3, Series 4, Series 24 and Series 30 exams.

top-8-questions

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) - BD


Click below to view Bernard William Dan's 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

July 9, 2018 - Present

ONECHRONOS

Office #1: 64 Wooster Street 4th Floor, New York, NY, 10012
BD
CRD#: 286322
New York, NY
Past

December 1, 2010 - August 4, 2015

HRT EXECUTION SERVICES LLC

BD
CRD#: 128491
NEW YORK, NY
Past

September 4, 2008 - May 26, 2010

MF GLOBAL INC.

BD
CRD#: 6731
CHICAGO, IL
Past

May 21, 1998 - July 13, 2001

CARGILL INVESTOR SERVICES, INC.

BD
CRD#: 20745
CHICAGO, IL

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
Illinois
(5/16/2025)
RR
Montana
(4/22/2024)

Exams


State Security Law Exam
RR
Series 63
Date: 4/15/2024
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 30
Date: 1/30/1995
NFA Branch Manager Examination
SRO Registrations
RR
FINRA

Current Firm


ON
ONECHRONOS
ONECHRONOS | ONECHRONOS MARKETS LLC

CRD#: 286322 / SEC#: , 8-69882

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


Main Address
64 Wooster Street 4th Floor, New York, NY, 10012
Mailing Address
64 Wooster Street 4th Floor, New York, NY, 10012
Phone number
(917) 300-0108
Established
Delaware since 11/04/2016
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (4 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
OCX GROUP INCSOLE MEMBER
DAN, BERNARD WILLIAMCEO2421761
JOHNSON, STEPHEN DAVIDVICE PRESIDENT6766611
LITTLEPAGE, KELLY CVICE PRESIDENT5557711
RIP, OLGAFINOP, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER5440553
SCHRETZMAN, ADITI CHAWLACHIEF LEGAL OFFICER AND CHIEF COMPLIANCE OFFICER5162824
SUTH, RICHARD JRVICE PRESIDENT2164733

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


ONECHRONOS

CRD#: 286322New York, NY 10012

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