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

Daniel L. Cox

Some features on this profile are disabled
CRD#: 7954479
DC

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 Luke Cox, who also goes by Daniel L. Cox, Luke Cox, was a registered financial professional .

Daniel is a previously registered financial professional and started their career in finance in 2024. Daniel had worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Daniel L. Cox | Luke Cox

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.
1. 07/15/2024- BCN Financial- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location (s) 2. 07/15/2024- Real Estate Rental- CA, 95688- Inv Rel- Start Date 05/01/2022 3. 07/15/2024- Insurance Sales- Non-Variable Insurance- CA 94501- 24 hrs per mnth- 1 hr during trading- Start Date 07/09/2024 4. 10/11/2024 - BCN Financial - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 7/9/2024 - 160 Hours Per Month/ 8 Hours During Trading - I provide investment advisory services through BCN Financial, Inc, an independent investment advisor firm. I started this business activity in 7/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

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

October 8, 2024 - September 25, 2025

BCN FINANCIAL, INC.

RIA
CRD#: 135655
Vacaville, CA
Past

July 22, 2024 - October 21, 2025

LPL FINANCIAL LLC

BD
CRD#: 6413
ALAMEDA, CA

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
IAR
Series 66
Date: 8/22/2024
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 7/21/2024
General Securities Representative Examination
General Industry/Product Exam

Current Firm


BF
BCN FINANCIAL, INC.
BCN FINANCIAL, INC.

CRD#: 135655 / SEC#:

California
Registered Investment Advisory firm - (9/20/2005 Approved)
Idaho
Registered Investment Advisory firm - (10/24/2025 Approved)
Nevada
Registered Investment Advisory firm - (11/6/2025 Approved)
Texas
Registered Investment Advisory firm - (11/18/2022 Conditional Restricted)
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
3215 Encinal Avenue Suite L, Alameda, CA 94501
Mailing Address
909 Marina Village Parkway Pmb 245, Alameda, CA 94501
Phone number
(510) 769-1088
Established
Firm type
Fiscal year end
# of Employees
7

Documents


Latest Form ADV
0

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


BCN FINANCIAL, INC.

CRD#: 135655

TRUST BUT VERIFY

Monitor Daniel Cox

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

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
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