Mohammed Khalid

I-BANKERS SECURITIES

Boca Raton, FL 33432

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CRD#: 4205181

Professional summary

Mohammed Khalid, who also goes by Michael Khalid, Mike Khalid, is a registered financial professional currently at I-BANKERS SECURITIES, INC. located in Boca Raton, Florida.

Mohammed is registered as a RR (Registered Representative) and started their career in finance in 2001. Mohammed has worked at 16 firms and has passed the Series 63, Series 6TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Michael Khalid | Mike Khalid

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 Mohammed Khalid'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 6, 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

CRD#: 41352

Boca Raton, FL

Past

January 13, 2021 - June 11, 2024

I-BANKERS DIRECT, LLC

CRD#: 167533

Boca Raton, FL

Past

July 11, 2017 - January 31, 2019

WORDEN CAPITAL MANAGEMENT LLC

CRD#: 148366

Melville, NY

Past

May 8, 2017 - July 17, 2017

JOSEPH STONE CAPITAL L.L.C.

CRD#: 159744

HOLBROOK, NY

Past

February 20, 2015 - April 7, 2017

AEGIS CAPITAL CORP.

CRD#: 15007

NEW YORK, NY

Past

August 27, 2013 - December 31, 2014

CAPE SECURITIES INC.

CRD#: 7072

HOLBROOK, NY

Past

March 25, 2013 - July 1, 2013

C.K. COOPER & COMPANY, INC.

CRD#: 106578

MELVILLE, NY

Past

October 17, 2012 - March 26, 2013

CAPE SECURITIES INC.

CRD#: 7072

HOLBROOK, NY

Past

April 27, 2010 - October 11, 2012

EKN FINANCIAL SERVICES INC.

CRD#: 113525

MELVILLE, NY

Past

December 9, 2009 - May 4, 2010

ITRADEDIRECT.COM CORP

CRD#: 18281

FARMINGVILLE, NY

Past

October 16, 2008 - December 8, 2009

LIBERTY PARTNERS FINANCIAL SERVICES, LLC

CRD#: 130390

HOLBROOK, NY

Past

January 18, 2008 - October 9, 2008

AMERICA'S CHOICE EQUITIES LLC

CRD#: 135272

HAUPPAUGE, NY

Past

December 1, 2004 - February 15, 2008

J.P. TURNER & COMPANY, L.L.C.

CRD#: 43177

MEDFORD, NY

Past

January 9, 2004 - December 17, 2004

LH ROSS & COMPANY, INC.

CRD#: 37920

BOCA RATON, FL

Past

May 22, 2003 - January 21, 2004

CONTINENTAL BROKER-DEALER CORP.

CRD#: 14048

CARLE PLACE, NY

Past

February 5, 2003 - June 18, 2003

GUNNALLEN FINANCIAL, INC

CRD#: 17609

TAMPA, FL

Past

April 30, 2002 - July 1, 2002

GUNNALLEN FINANCIAL, INC

CRD#: 17609

TAMPA, FL

Past

February 20, 2001 - May 20, 2002

SEABOARD SECURITIES, INC.

CRD#: 755

FLORHAM PARK, NJ

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

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

Arizona
(4/12/2024)

California
(4/2/2024)

Colorado
(4/11/2024)

Connecticut
(4/1/2024)

District of Columbia
(9/20/2024)

Florida
(4/2/2024)

Georgia
(4/4/2024)

Idaho
(7/16/2024)

Illinois
(4/10/2024)

Indiana
(4/3/2024)

Minnesota
(4/3/2024)

New York
(4/22/2024)

North Carolina
(8/6/2025)

Ohio
(4/1/2024)

Oklahoma
(4/2/2024)

Pennsylvania
(6/24/2024)

Rhode Island
(4/2/2024)

South Carolina
(4/9/2024)

Texas
(4/5/2024)

Virginia
(6/25/2024)

Washington
(8/15/2024)

Wisconsin
(4/2/2024)

Exams

State Security Law Exam

Series 63

Date: 6/4/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6TO

Date: 2/6/2024

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/16/2001

General Securities Representative Examination

SRO Registrations

FINRA

SRO Registrations

Nasdaq Stock Market

Current Firm

I-BANKERS SECURITIES, INC.

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

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

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)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
MCCRORY, JAMES MICHAEL	BOARD CHAIRMAN/OWNER	2366988
LEONARD, SHELLEY KAY	OWNER	2401474
FLORIANI, PAOLO ERMENEGILDO	SHAREHOLDER	2760686
LEVIN, ALAN BRUCE	CFO	3073530
MCCLOSKEY, MATTHEW JOSEPH	PRESIDENT/CEO	3035438
THAYER, LARRY DANIEL JR	CHIEF COMPLIANCE OFFICER	4598879

Disclosures

Regulatory Event

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.

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Advisor Monitoring

Firm Stability Insights

Mohammed Khalid

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Mohammed Khalid's CRS (Customer Relationship Summary).

Certified licenses

Experience

I-BANKERS DIRECT, LLC

WORDEN CAPITAL MANAGEMENT LLC

JOSEPH STONE CAPITAL L.L.C.

AEGIS CAPITAL CORP.

CAPE SECURITIES INC.

C.K. COOPER & COMPANY, INC.

CAPE SECURITIES INC.

EKN FINANCIAL SERVICES INC.

ITRADEDIRECT.COM CORP

LIBERTY PARTNERS FINANCIAL SERVICES, LLC

AMERICA'S CHOICE EQUITIES LLC

J.P. TURNER & COMPANY, L.L.C.

LH ROSS & COMPANY, INC.

CONTINENTAL BROKER-DEALER CORP.

GUNNALLEN FINANCIAL, INC

GUNNALLEN FINANCIAL, INC

SEABOARD SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 6/4/2001

Series 6TO

Date: 2/6/2024

SIE

Date: 10/1/2018

Series 7

Date: 2/16/2001

FINRA

Nasdaq Stock Market

Current Firm

I-BANKERS SECURITIES, INC.

Contact information

FINRA licenses (49 States and Territories)

Documents

Direct owners and executive officers

Disclosures

Red Flags

Company Information

I-BANKERS SECURITIES, INC.

TRUST BUT VERIFY

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