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DR

Daniel M. Rosenthal

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CRD#: 4971856
DR

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.

Daniel Max Rosenthal was a registered financial professional .

Daniel is a previously registered financial professional and started their career in finance in 2005. Daniel had worked at 5 firms and has passed the Series 63, Series 99TO, Series 57TO, SIE, Series 7 and Series 24 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)


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 18, 2024 - February 4, 2025

BRUCE MARKETS LLC

BD
CRD#: 300209
CHICAGO, IL
Past

November 13, 2020 - January 23, 2024

BRUCE MARKETS LLC

BD
CRD#: 300209
Chicago, IL
Past

July 18, 2018 - June 21, 2019

DOUGH LLC

BD
CRD#: 148243
CHICAGO, IL
Past

January 26, 2017 - July 18, 2018

APEX CLEARING CORPORATION

BD
CRD#: 13071
DALLAS, TX
Past

December 18, 2015 - February 3, 2017

PEAK6 CAPITAL MANAGEMENT LLC

BD
CRD#: 43773
CHICAGO, IL
Past

June 5, 2012 - August 3, 2016

APEX CLEARING CORPORATION

BD
CRD#: 13071
DALLAS, TX
Past

September 12, 2011 - June 13, 2012

DOUGH LLC

BD
CRD#: 148243
CHICAGO, IL
Past

May 12, 2008 - June 13, 2012

PEAK6 CAPITAL MANAGEMENT LLC

BD
CRD#: 43773
CHICAGO, IL
Past

November 3, 2005 - April 28, 2008

OPTIONSHOUSE1, LLC

BD
CRD#: 135625
CHICAGO, IL

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
Series 63
Date: 3/28/2006
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


BM
BRUCE MARKETS LLC
ALL TIME ATS | PEAK6 TRADING LLC | BRUCE MARKETS LLC | APEX CRYPTO LLC

CRD#: 300209 / SEC#: , 8-70286

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


Main Address
141 W Jackson Blvd Suite 500, Chicago, IL 60604
Mailing Address
141 W Jackson Blvd Suite 500, Chicago, IL 60604
Phone number
(312) 444-8000
Established
Delaware since 03/19/2020
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
BRUCE MARKETS HOLDINGS LLCMANAGING MEMBER
D'AUGE, RALPH ANTHONYFINOP/PRINCIPAL FINANCIAL OFFICER4664611
INGLOT, KATARZYNACHIEF COMPLIANCE OFFICER4902558
LISH, MICHAEL KCHIEF OPERATING OFFICER, PRINCIPAL OPERATIONS OFFICER4539941
RUHANA, GEORGE WILLIAMEXECUTIVE CHAIR - BOARD OF DIRECTORS, BRUCE MARKETS HOLDINGS LLC.5517069
WALLACH, JASONCHIEF EXECUTIVE OFFICER4918286

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


BRUCE MARKETS LLC

CRD#: 300209

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