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Daniel Stuart Ibarra

INTE SECURITIES

BOCA RATON, FL

·CRD# 2268659·34 years experience

Professional Summary

Daniel Stuart Ibarra, who also goes by Dan Ibarra, Daniel S Ibarra, Daniel Ibarra, is a registered financial advisor currently at INTE SECURITIES LLC located in Boca Raton, Florida and BAYRIDGE SECURITIES, LLC located in San Francisco, California. Daniel is registered as a RR (Registered Representative) and started their career in finance in 1992. Daniel has worked at 12 firms and has passed the Series 63, Series 99TO, Series 57TO, SIE, Series 3, Series 55,...

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Dan Ibarra, Daniel S Ibarra, Daniel Ibarra

Blog Corner

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

What Are Financial Values and How to Align Them With Your Financial Goals

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

34 years in the financial services industry

Current & Past Employments

INTE SECURITIES LLC·CRD# 47107

BD

7000 W Palmetto Park Road Suite 503, Boca Raton, FL 33433

August 4, 2025 - Present

BAYRIDGE SECURITIES, LLC·CRD# 155765

BD

535 Mission St 1542, San Francisco, CA 94105

May 12, 2026 - Present

AGM SECURITIES LLC·CRD# 132197

BD

7000 W Palmetto Park Rd, Suite 503 Suite 12-129, Boca Raton, FL 33433

July 20, 2026 - Present

DORSET PEAK SECURITIES LLC·CRD# 312209

BD

105 Raider Blvd Suite 205, Hillsborough, NJ 08844

July 22, 2026 - Present

ARCHAX MARKETS LLC·CRD# 338504

BD

12 East 49th Street 11th Floor, New York, NY 10017

August 12, 2026 - Present

APEXINVEST MARKETS LLC·CRD# 328777

BD

150 East 52nd Street Suite 6000, New York, NY 10022

August 14, 2026 - Present

BANCTRUST SECURITIES USA·CRD# 313116

BD

New York, NY

December 12, 2022 - October 18, 2024

MARCO POLO SECURITIES LLC·CRD# 46561

BD

New York, NY

August 3, 2015 - December 12, 2022

ENCLAVE CAPITAL LLC·CRD# 22732

BD

New York, NY

December 14, 2009 - July 30, 2015

GLOBAL SECURITIES (USA), INC.·CRD# 39962

BD

New York, NY

November 25, 1997 - March 13, 2009

ING BARING (U.S.) SECURITIES, INC.·CRD# 5285

BD

New York, NY

June 11, 1994 - August 29, 1996

LEHMAN BROTHERS INC.·CRD# 7506

BD

New York, NY

October 9, 1992 - January 5, 1994

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Current Firm

AM

APEXINVEST MARKETS LLC

APEXINVEST MARKETS LLC | GLOBACAP PRIVATE MARKETS INC. | CBOE PRIVATE MARKETS

CRD#: 328777 / SEC#: 8-71181

BD

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

Contact Information

Main Address

150 East 52nd Street Suite 6000, New York, NY 10022

Mailing Address

150 East 52nd Street Suite 6000, New York, NY 10022

Phone Number

(646) 479-6743

Established

Delaware since 01/23/2026

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (51 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
APEX US HOLDINGS LLC	OWNER	—
BEATON, DANIEL STEWART	FINOP, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER	4240769
GRAY, BENJAMIN	CO-CCO	1946982
PEDVIS, ANDREW	CEO	7173906
VISCI, GERARD MICHAEL	CO-CCO	2066721

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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.

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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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.

RR

Alabama
(8/17/2026)

RR

Alaska
(8/17/2026)

RR

Arkansas
(8/17/2026)

RR

California
(5/12/2026)

RR

Colorado
(8/17/2026)

RR

Connecticut
(8/17/2026)

RR

Delaware
(8/17/2026)

RR

District of Columbia
(8/17/2026)

RR

Georgia
(8/17/2026)

RR

Hawaii
(8/17/2026)

RR

Idaho
(8/17/2026)

RR

Illinois
(8/17/2026)

RR

Indiana
(8/20/2026)

RR

Iowa
(8/17/2026)

RR

Kansas
(8/17/2026)

RR

Kentucky
(8/17/2026)

RR

Louisiana
(8/17/2026)

RR

Maine
(8/17/2026)

RR

Maryland
(8/17/2026)

RR

Massachusetts
(8/17/2026)

RR

Michigan
(8/17/2026)

RR

Minnesota
(8/17/2026)

RR

Mississippi
(8/17/2026)

RR

Montana
(8/17/2026)

RR

Nebraska
(8/17/2026)

RR

Nevada
(8/17/2026)

RR

New Jersey
(8/17/2026)

RR

New York
(8/4/2025)

RR

North Carolina
(8/17/2026)

RR

North Dakota
(8/17/2026)

RR

Ohio
(8/17/2026)

RR

Oklahoma
(8/17/2026)

RR

Oregon
(8/17/2026)

RR

Pennsylvania
(8/17/2026)

RR

Puerto Rico
(8/17/2026)

RR

Rhode Island
(8/17/2026)

RR

South Carolina
(8/17/2026)

RR

South Dakota
(8/17/2026)

RR

Tennessee
(8/17/2026)

RR

Texas
(8/17/2026)

RR

Utah
(8/17/2026)

RR

Vermont
(8/17/2026)

RR

Virgin Islands
(8/17/2026)

RR

Washington
(8/17/2026)

RR

West Virginia
(8/17/2026)

RR

Wisconsin
(8/17/2026)

RR

Wyoming
(8/17/2026)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Nov 1992About the Series 63 exam

Series 99TO — Operations Professional Examination

Passed Jan 2023About the Series 99TO exam

Series 57TO — Securities Trader Exam

Passed Jan 2023About the Series 57TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 3 — National Commodity Futures Examination

Passed Sep 2016About the Series 3 exam

Series 55 — Limited Representative-Equity Trader Exam

Passed Jun 2003

Series 7 — General Securities Representative Examination

Passed Oct 1992About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed May 2005About the Series 24 exam

FINRA

SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Daniel Stuart Ibarra's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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