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JM

James M. Mccrory

I-BANKERS SECURITIES
Boca Raton, FL 33432
Some features on this profile are disabled
CRD#: 2366988
JM

Professional summary

James Michael Mccrory is a registered financial professional currently at I-BANKERS SECURITIES, INC. located in Boca Raton, Florida and IB CAPITAL LLC located in San Juan, .

James is registered as a RR (Registered Representative) and started their career in finance in 1993. James has worked at 5 firms and has passed the Series 63, Series 57TO, Series 99TO, SIE, Series 55, Series 7, Series 6, Series 14 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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 James Michael Mccrory'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

July 22, 2021 - Present

I-BANKERS SECURITIES, INC.

Office #1: 1200 N Federal Hwy Suite 215, Boca Raton, FL 33432
BD
CRD#: 41352
Boca Raton, FL
Current

November 16, 2021 - Present

IB CAPITAL LLC

Office #1: 51 Kings Court Apt 14-b, San Juan, PR 00911Office #2: 51 Kings Court, Apt 14-b, San Juan, Puerto Rico 0, San Juan, PR, 00911
BD
CRD#: 315886
SAN JUAN, PR
Past

July 22, 2021 - August 18, 2023

I-BANKERS DIRECT, LLC

BD
CRD#: 167533
BOCA RATON, FL
Past

March 6, 2014 - June 10, 2021

I-BANKERS DIRECT, LLC

BD
CRD#: 167533
Boca Raton, FL
Past

September 9, 1996 - June 10, 2021

I-BANKERS SECURITIES, INC.

BD
CRD#: 41352
COMO,
Past

July 19, 1993 - December 12, 1994

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

BD
CRD#: 2580
FORT WAYNE, IN
Past

July 19, 1993 - December 12, 1994

OSAIC FA, INC.

BD
CRD#: 3978
FORT WAYNE, IN

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
Puerto Rico
(11/18/2021)

Exams

State Security Law Exam
RR
Series 63
Date: 7/16/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 57TO
Date: 11/30/2023
Securities Trader Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 55
Date: 11/30/2013
Limited Representative-Equity Trader Exam
General Industry/Product Exam
RR
Series 7
Date: 6/25/1996
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 7/16/1993
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 14
Date: 11/30/2023
Compliance Officer Examination
Principal/Supervisory Exam
RR
Series 24
Date: 11/29/1996
General Securities Principal Examination
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market

Current Firm

IC
IB CAPITAL LLC
IB CAPITAL LLC

CRD#: 315886 / SEC#: , 8-70754

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

Main Address
51 Kings Court Apt 14-b, San Juan, PR 00911
Mailing Address
51 Kings Court Apt 14-b, San Juan, PR 00911
Phone number
(929) 999-7905
Established
Puerto Rico since 06/10/2021
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)

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

Documents

Direct owners and executive officers

NamePositionCRD#
MCCRORY, JAMES MICHAELCEO/CCO2366988
LEONARD, SHELLEY KAYOWNER2401474
FLORIANI, PAOLO ERMENEGILDOOWNER2760686
SAMSON, EDWARD GREGORYCFO/FINOP2041321

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

IB CAPITAL LLC

CRD#: 315886Boca Raton, FL 33432

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