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NT

Neal I. Thomas

IMPERIAL CAPITAL
New York, NY 10172
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CRD#: 1099776
NT

Professional summary


Neal Ike Thomas, who also goes by Neal Ike Thomas, is a registered financial professional currently at IMPERIAL CAPITAL, LLC located in New York, New York.

Neal is registered as a RR (Registered Representative) and started their career in finance in 1992. Neal has worked at 9 firms and has passed the Series 63, Series 79TO, Series 99TO, SIE, Series 7, Series 10, Series 9, Series 8, Series 24 and Series 27 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Neal Ike Thomas

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 Neal Ike Thomas's CRS (Customer Relationship Summary).
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

September 12, 2023 - Present

IMPERIAL CAPITAL, LLC

Office #1: 277 Park Avenue Suite 2004, New York, NY 10172
BD
CRD#: 43744
New York, NY
Past

November 18, 2019 - August 10, 2023

ODEON CAPITAL GROUP LLC

BD
CRD#: 148493
NEW YORK, NY
Past

April 17, 2007 - December 9, 2019

IMPERIAL CAPITAL, LLC

BD
CRD#: 43744
NEW YORK, NY
Past

May 17, 2006 - April 3, 2007

COWEN SECURITIES LLC

BD
CRD#: 23510
NEW YORK, NY
Past

January 28, 2004 - January 18, 2006

GUGGENHEIM SECURITIES, LLC

BD
CRD#: 40638
NEW YORK, NY
Past

January 15, 2002 - January 26, 2004

BGC FINANCIAL, L.P.

BD
CRD#: 19801
NEW YORK, NY
Past

November 3, 1997 - January 23, 2002

CIBC WORLD MARKETS CORP.

BD
CRD#: 630
NEW YORK, NY
Past

September 1, 1995 - November 3, 1997

CIBC WOOD GUNDY SECURITIES CORP.

BD
CRD#: 3801
NEW YORK, NY
Past

March 11, 1994 - September 1, 1995

THE ARGOSY SECURITIES GROUP, L.P.

BD
CRD#: 27301
NEW YORK, NY
Past

March 11, 1992 - May 6, 1992

NEW STREET SECURITIES CORPORATION

BD
CRD#: 27064

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
(9/12/2023)
RR
Colorado
(9/12/2023)
RR
Connecticut
(9/12/2023)
RR
Florida
(9/12/2023)
RR
Illinois
(9/12/2023)
RR
Massachusetts
(9/12/2023)
RR
Montana
(9/12/2023)
RR
New Jersey
(9/12/2023)
RR
New York
(9/12/2023)
RR
North Carolina
(9/12/2023)
RR
Pennsylvania
(9/12/2023)
RR
Texas
(9/12/2023)
RR
Washington
(9/12/2023)

Exams


State Security Law Exam
RR
Series 63
Date: 3/29/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 10/17/1996
General Securities Sales Supervisor Examination (Options Module & General Module)
Principal/Supervisory Exam
RR
Series 24
Date: 12/14/1994
General Securities Principal Examination
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market

Current Firm


IC
IMPERIAL CAPITAL, LLC
IMPERIAL CAPITAL, LLC

CRD#: 43744 / SEC#: , 8-50397

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


Main Address
10100 Santa Monica Blvd. Suite 2400, Los Angeles, CA 90067
Mailing Address
10100 Santa Monica Blvd. Suite 2400, Los Angeles, CA 90067
Phone number
(310) 246-3700
Established
Delaware since 07/22/1997
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
IMPERIAL CAPITAL GROUP, LLCDIRECT OWNER
GENOVESE, RICHARD ALANVICE PRESIDENT & CONTROLLER (FINOP)1434049
MARTIS, MARK CHRISTOPHERCHIEF OPERATING OFFICER & CHIEF FINANCIAL OFFICER1598950
WIENCH, TODD EDMUNDCHIEF COMPLIANCE OFFICER5361575
WOOSTER, RANDALL EVANCEO1822107

Disclosures


Regulatory Event2
Arbitration1

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


IMPERIAL CAPITAL, LLC

CRD#: 43744New York, NY 10172

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