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DI

Daniel S. Ibarra

INTE SECURITIES
BOCA RATON, FL 33433
Some features on this profile are disabled
CRD#: 2268659
DI
Daniel Stuart IbarraINTE SECURITIES

Professional summary

Daniel Stuart Ibarra, who also goes by Dan Ibarra, Daniel S Ibarra, Daniel Ibarra, is a registered financial professional 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 10 firms and has passed the Series 63, Series 99TO, Series 57TO, SIE, Series 3, Series 55, Series 7 and Series 24 exams.

Aliases

Dan Ibarra | Daniel S Ibarra | Daniel Ibarra

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 Daniel Stuart Ibarra'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

August 4, 2025 - Present

INTE SECURITIES LLC

Office #1: 7000 W Palmetto Park Road Suite 503, Boca Raton, FL 33433
BD
CRD#: 47107
BOCA RATON, FL
Current

May 12, 2026 - Present

BAYRIDGE SECURITIES, LLC

Office #1: 535 Mission St 1542, San Francisco, CA 94105
BD
CRD#: 155765
SAN FRANCISCO, CA
Current

July 20, 2026 - Present

AGM SECURITIES LLC

Office #1: 7000 W Palmetto Park Rd, Suite 503 Suite 12-129, Boca Raton, FL 33433
BD
CRD#: 132197
Boca Raton, FL
Current

July 22, 2026 - Present

DORSET PEAK SECURITIES LLC

Office #1: 105 Raider Blvd Suite 205, Hillsborough, NJ 08844
BD
CRD#: 312209
HILLSBOROUGH, NJ
Past

December 12, 2022 - October 18, 2024

BANCTRUST SECURITIES USA

BD
CRD#: 313116
NEW YORK, NY
Past

August 3, 2015 - December 12, 2022

MARCO POLO SECURITIES LLC

BD
CRD#: 46561
New York, NY
Past

December 14, 2009 - July 30, 2015

ENCLAVE CAPITAL LLC

BD
CRD#: 22732
NEW YORK, NY
Past

November 25, 1997 - March 13, 2009

GLOBAL SECURITIES (USA), INC.

BD
CRD#: 39962
NEW YORK, NY
Past

June 11, 1994 - August 29, 1996

ING BARING (U.S.) SECURITIES, INC.

BD
CRD#: 5285
NEW YORK, NY
Past

October 9, 1992 - January 5, 1994

LEHMAN BROTHERS INC.

BD
CRD#: 7506
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
(5/12/2026)
RR
New York
(8/4/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 11/18/1992
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
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 3
Date: 9/24/2016
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 55
Date: 6/9/2003
Limited Representative-Equity Trader Exam
General Industry/Product Exam
RR
Series 7
Date: 10/8/1992
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 5/9/2005
General Securities Principal Examination
SRO Registrations
RR
FINRA
SRO Registrations
RR
FINRA

Current Firm

DP
DORSET PEAK SECURITIES LLC
DORSET PEAK SECURITIES LLC

CRD#: 312209 / SEC#: , 8-70684

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

Main Address
5595 Ridge Road, New Hope, PA 18938
Mailing Address
5595 Ridge Road, New Hope, PA 18938
Phone number
(646) 661-3588
Established
Delaware since 12/08/2020
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (12 States and Territories)

Documents

Direct owners and executive officers

NamePositionCRD#
DORSET PEAK SOLUTIONS LLCSOLE MEMBER
LEVENTHAL, JACK ANDREWCEO/GSP2170953
ROTHENBERG, SHARI PFINOP6590875
VERDONE, JAMES JOSEPHCCO2581251

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

DORSET PEAK SECURITIES LLC

CRD#: 312209Boca Raton, FL 33433

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