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Patrick J. Metcalf

I-BANKERS SECURITIES
Boca Raton, FL 33432
Some features on this profile are disabled
CRD#: 2713478
PM

Professional summary

Patrick Joseph Metcalf, who also goes by Patrick J Metcalf, Patrick Metcalf, is a registered financial professional currently at I-BANKERS SECURITIES, INC. located in Boca Raton, Florida.

Patrick is registered as a RR (Registered Representative) and started their career in finance in 1996. Patrick has worked at 9 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Patrick J Metcalf | Patrick Metcalf

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 Patrick Joseph Metcalf'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

February 5, 2024 - Present

I-BANKERS SECURITIES, INC.

Office #1: 1200 N Federal Hwy Suite 215, Boca Raton, FL 33432Office #2: 1200 N Federal Hwy Suite 215, Boca Raton, FL 33432
BD
CRD#: 41352
Boca Raton, FL
Past

April 30, 2020 - June 11, 2024

I-BANKERS DIRECT, LLC

BD
CRD#: 167533
Boca Raton, FL
Past

October 20, 2015 - May 6, 2020

NEWBRIDGE SECURITIES CORPORATION

BD
CRD#: 104065
BROOKLYN, NY
Past

July 25, 2012 - October 7, 2015

HALCYON CABOT PARTNERS, LTD.

BD
CRD#: 32664
NEW YORK, NY
Past

August 28, 2009 - August 6, 2012

NEWBRIDGE SECURITIES CORPORATION

BD
CRD#: 104065
NEW YORK, NY
Past

February 13, 2004 - August 31, 2009

CHICAGO INVESTMENT GROUP, LLC

BD
CRD#: 11853
NEW YORK, NY
Past

October 2, 2002 - February 9, 2004

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
ST. PETERSBURG, FL
Past

April 28, 2000 - October 3, 2002

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

November 26, 1997 - April 27, 2000

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

April 17, 1996 - December 2, 1997

CIBC WORLD MARKETS CORP.

BD
CRD#: 630
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
(2/12/2024)
RR
Colorado
(4/4/2024)
RR
Connecticut
(2/13/2024)
RR
Delaware
(4/2/2024)
RR
Florida
(3/27/2024)
RR
Georgia
(4/18/2024)
RR
Illinois
(6/27/2024)
RR
Indiana
(6/20/2024)
RR
Kentucky
(3/29/2024)
RR
Maryland
(4/18/2024)
RR
Michigan
(3/28/2024)
RR
New Jersey
(4/1/2024)
RR
New York
(7/8/2024)
RR
North Carolina
(6/27/2024)
RR
Pennsylvania
(6/24/2024)
RR
Puerto Rico
(3/8/2024)
RR
Texas
(2/14/2024)
RR
Utah
(6/21/2024)
RR
Virginia
(6/26/2024)
RR
Wisconsin
(2/16/2024)

Exams

State Security Law Exam
RR
Series 63
Date: 4/23/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/16/1996
General Securities Representative Examination
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market

Current Firm

IS
I-BANKERS SECURITIES, INC.
I-BANKERS SECURITIES, INC. | MILLENNIUM FINANCIAL GROUP, INC. | IBS HOLDING CORPORATION

CRD#: 41352 / SEC#: , 8-49385

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

Main Address
1200 N Federal Hwy Suite 215, Boca Raton, FL 33432
Mailing Address
1200 N Federal Hwy Suite 215, Boca Raton, FL 33432
Phone number
(817) 980-9034
Established
Texas since 06/06/1996
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (49 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#
MCCRORY, JAMES MICHAELBOARD CHAIRMAN/OWNER2366988
LEONARD, SHELLEY KAYOWNER2401474
FLORIANI, PAOLO ERMENEGILDOSHAREHOLDER2760686
LEVIN, ALAN BRUCECFO3073530
MCCLOSKEY, MATTHEW JOSEPHPRESIDENT/CEO3035438
THAYER, LARRY DANIEL JRCHIEF COMPLIANCE OFFICER4598879

Disclosures

Regulatory Event2

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

I-BANKERS SECURITIES, INC.

CRD#: 41352Boca Raton, FL 33432

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