Daniel A. Bullard
Professional summary
Daniel Alling Bullard, who also goes by Dan Bullard, is a registered financial professional currently at THE O.N. EQUITY SALES COMPANY located in Brandford, Connecticut.
Daniel is registered as a RR (Registered Representative) and started their career in finance in 1969. Daniel has worked at 12 firms and has passed the Series 63, Series 7TO, SIE, Series 1 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Daniel Alling Bullard's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 6, 2026 - Present
THE O.N. EQUITY SALES COMPANY
August 13, 2024 - February 10, 2025
LPL FINANCIAL LLC
August 13, 2024 - February 10, 2025
LPL FINANCIAL LLC
March 31, 2011 - August 13, 2024
ON INVESTMENT MANAGEMENT CO
March 5, 2004 - May 12, 2008
ON INVESTMENT MANAGEMENT CO
June 19, 2003 - August 13, 2024
THE O.N. EQUITY SALES COMPANY
April 16, 1998 - July 8, 2003
WALNUT STREET ADVISERS INC
April 16, 1997 - July 8, 2003
WALNUT STREET SECURITIES, INC.
June 24, 1996 - April 15, 1997
HIMCO DISTRIBUTION SERVICES COMPANY
March 29, 1993 - August 30, 1996
WALNUT STREET SECURITIES, INC.
July 17, 1992 - March 29, 1993
1717 CAPITAL MANAGEMENT COMPANY
January 28, 1986 - July 17, 1992
WALNUT STREET SECURITIES, INC.
August 31, 1984 - January 14, 1987
GENERAL AMERICAN LIFE INSURANCE COMPANY
May 10, 1984 - January 16, 1986
BROAD REACH CAPITAL, INC.
March 15, 1983 - June 17, 1985
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
June 5, 1978 - January 17, 1983
INTEGRATED RESOURCES EQUITY CORPORATION
January 17, 1969 - December 5, 1976
LINCOLN FINANCIAL DISTRIBUTORS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(2/6/2026)
(2/6/2026)
Exams
Series 7TO
Date: 1/2/2023
General Securities Representative ExaminationSeries 1
Date: 1/9/1969
Registered Representative ExaminationFINRA
Current Firm
THE O.N. EQUITY SALES COMPANY
CRD#: 2936 / SEC#: , 8-14161
Contact information
FINRA licenses (53 States and Territories)
Disclosures
| Regulatory Event | 7 |
| Arbitration | 2 |
Red Flags
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