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JO

Jhonathan Ozana

DYNAMEX TRADING
NEW YORK, NY 10004
Some features on this profile are disabled
CRD#: 6960933
JO

Professional summary


Jhonathan Ozana, who also goes by John Ozana, is a registered financial professional currently at DYNAMEX TRADING, LLC located in New York, New York.

Jhonathan is registered as a RR (Registered Representative) and started their career in finance in 2018. Jhonathan has worked at 2 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


John Ozana

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 Jhonathan Ozana'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

June 12, 2020 - Present

DYNAMEX TRADING, LLC

Office #1: 11 Broadway Suite 360, New York, NY 10004
BD
CRD#: 127434
NEW YORK, NY
Past

June 19, 2018 - July 23, 2018

NATIONAL SECURITIES CORPORATION

BD
CRD#: 7569
NEW YORK, NY

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
California
(7/14/2022)
RR
Connecticut
(7/14/2022)
RR
Florida
(3/2/2023)
RR
Illinois
(7/14/2022)
RR
Massachusetts
(7/14/2022)
RR
New Jersey
(7/14/2022)
RR
New York
(6/12/2020)
RR
Pennsylvania
(7/14/2022)
RR
Texas
(11/8/2022)
RR
Virginia
(7/14/2022)
RR
Washington
(7/14/2022)

Exams


State Security Law Exam
RR
Series 63
Date: 7/16/2018
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
Cboe Exchange, Inc.
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market

Current Firm


DT
DYNAMEX TRADING, LLC
DYNAMEX TRADING, LLC

CRD#: 127434 / SEC#: , 8-65999

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


Main Address
11 Broadway Suite 360, New York, NY 10004
Mailing Address
11 Broadway Suite 360, New York, NY 10004
Phone number
(646) 827-6033
Established
Delaware since 10/01/2024
Firm type
Limited Liability Company
Fiscal year end
September
Firm Size
Small
# of Employees

FINRA licenses (11 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
GROUP ONE HOLDINGS LLCPARENT COMPANY
BOCK, HARRIS ADAMCHIEF EXECUTIVE OFFICER5532493
CLARK, MICHAEL LAWRENCECFO / POO / PFO4514317
LEFKOWITZ, JASON SCOTTCHIEF COMPLIANCE OFFICER4660146

Disclosures


Regulatory Event1

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


DYNAMEX TRADING, LLC

CRD#: 127434New York, NY 10004

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