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RN

Robert S. Natiss

I-BANKERS SECURITIES
Boca Raton, FL 33432
Some features on this profile are disabled
CRD#: 345182
RN

Professional summary

Robert Samuel Natiss, who also goes by Bob Samuel Natiss, is a registered financial professional currently at I-BANKERS SECURITIES, INC. located in Boca Raton, Florida.

Robert is registered as a RR (Registered Representative) and started their career in finance in 1970. Robert has worked at 22 firms and has passed the Series 82TO, Series 79TO, Series 52TO, Series 99TO, Series 7TO, SIE, Series 1, Series 53, Series 24, Series 10, Series 14, Series 9, Series 12, Series 4 and Series 40 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Bob Samuel Natiss

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 Robert Samuel Natiss'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

December 12, 2023 - 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

June 12, 2023 - June 11, 2024

I-BANKERS DIRECT, LLC

BD
CRD#: 167533
Boca Raton, FL
Past

October 7, 2016 - June 13, 2023

NEWBRIDGE SECURITIES CORPORATION

BD
CRD#: 104065
BOCA RATON, FL
Past

June 26, 2014 - October 18, 2016

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
CORAL GABLES, FL
Past

August 2, 2011 - September 17, 2012

INTERNATIONAL ASSETS ADVISORY, LLC

BD
CRD#: 10645
WEST PALM BEACH, FL
Past

August 28, 2009 - July 25, 2011

NEWBRIDGE SECURITIES CORPORATION

BD
CRD#: 104065
BOCA RATON, FL
Past

July 24, 2008 - September 1, 2009

KOVACK SECURITIES INC.

BD
CRD#: 44848
FORT LAUDERDALE, FL
Past

May 27, 2008 - July 21, 2008

AMERICA'S CHOICE EQUITIES LLC

BD
CRD#: 135272
WEST PALM BEACH, FL
Past

August 20, 2007 - May 29, 2008

NEWBRIDGE SECURITIES CORPORATION

BD
CRD#: 104065
FT. LAUDERDALE, FL
Past

February 7, 2006 - September 14, 2007

JANNEY MONTGOMERY SCOTT LLC

BD
CRD#: 463
N. PALM BEACH, FL
Past

September 8, 2005 - September 15, 2005

HUNTER SCOTT FINANCIAL LLC.

BD
CRD#: 45559
DELRAY BH, FL
Past

September 27, 2001 - February 24, 2005

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
ST. PETERSBURG, FL
Past

July 11, 1990 - October 10, 2001

J. B. HANAUER & CO.

BD
CRD#: 6958
PARSIPPANY, NJ
Past

July 10, 1989 - April 9, 1990

KIMBRIDGE & CO., INC.

BD
CRD#: 15631
Past

May 22, 1989 - June 26, 1989

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

BD
CRD#: 11025
ST. LOUIS, MO
Past

April 14, 1988 - October 24, 1988

EQUITIES INTERNATIONAL SECURITIES, INC.

BD
CRD#: 8663
Past

December 15, 1987 - April 5, 1988

SACCO SECURITIES CORPORATION

BD
CRD#: 16420
Past

October 9, 1987 - December 21, 1987

RLR SECURITIES GROUP, INC.

BD
CRD#: 7952
Past

May 14, 1987 - August 4, 1987

COMMVEST SECURITIES,INC.

BD
CRD#: 13500
Past

November 2, 1984 - October 22, 1986

RLR SECURITIES GROUP, INC.

BD
CRD#: 7952
Past

January 4, 1984 - August 23, 1984

DISCOUNT STOCKBROKER (THE)

BD
CRD#: 14578
Past

July 14, 1983 - September 28, 1983

BA INVESTMENT SERVICES, INC.

BD
CRD#: 12965
Past

September 15, 1976 - October 18, 1984

G.C.N. CORP.

BD
CRD#: 7245
Past

July 29, 1970 - February 8, 1971

PRESSMAN, FROHLICH & FROST, INC.

BD
CRD#: 675
Past

May 19, 1970 - February 25, 1971

BROWN ERENBERG & CO INC

BD
CRD#: 1000002

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
Florida
(2/22/2024)
RR
South Dakota
(7/18/2024)

Exams

General Industry/Product Exam
RR
Series 82TO
Date: 12/12/2023
Limited Representative-Private Securities Offerings
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/2/2023
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 1
Date: 1/22/1959
Registered Representative Examination
Principal/Supervisory Exam
RR
Series 53
Date: 1/2/2023
Municipal Securities Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 1/2/2023
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 10
Date: 1/2/2023
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
RR
Series 9
Date: 1/2/2023
General Securities Sales Supervisor - Options Module Examination
Principal/Supervisory Exam
RR
Series 12
Date: 10/31/2001
NYSE Branch Manager Examination
Principal/Supervisory Exam
RR
Series 4
Date: 8/25/1978
Registered Options Principal Examination
Principal/Supervisory Exam
RR
Series 40
Date: 8/19/1976
Registered Principal 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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