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Larry Daniel Thayer Jr

I-BANKERS SECURITIES
Boca Raton , FL
·CRD# 4598879·24 years experience

Professional Summary

Larry Daniel Thayer JR, who also goes by Dan Thayer Jr, Larry Daniel Thayer, is a registered financial advisor currently at I-BANKERS SECURITIES, INC. located in Boca Raton , Florida and IB CAPITAL LLC located in Boca Raton , Florida. Larry is registered as a RR (Registered Representative) and started their career in finance in 2002. Larry has worked at 4 firms and has passed the Series 63, Series 57TO, Series 7TO, SIE, Series 6...

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Dan Thayer Jr, Larry Daniel Thayer

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

24 years in the financial services industry

Current & Past Employments

I-BANKERS SECURITIES, INC.·CRD# 41352
BD
1. 1200 N Federal Hwy Suite 215, Boca Raton , FL 334322. 1200 N Federal Hwy Suite 215, Boca Raton, FL 33432
March 3, 2021 - Present
IB CAPITAL LLC·CRD# 315886
BD
1. 1200 N Federal Hwy Suite 215, Boca Raton , FL 334322. 51 Kings Court Ph, San Juan, PR 00911
July 27, 2022 - Present
I-BANKERS DIRECT, LLC·CRD# 167533
BD
Boca Raton, FL
March 7, 2023 - July 19, 2024
FORESTERS EQUITY SERVICES, INC.·CRD# 18464
BD
San Diego, CA
October 31, 2002 - November 6, 2003

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Current Firm

IC
IB CAPITAL LLC

IB CAPITAL LLC

CRD#: 315886 / SEC#: 8-70754
BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)

Contact Information

Main Address

51 Kings Court Ph, San Juan, PR 00911

Mailing Address

51 Kings Court Ph, 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

FINRA licenses (1 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Direct owners and executive officers

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

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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.

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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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Florida
(5/24/2024)
RR
Puerto Rico
(2/28/2023)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Nov 2002About the Series 63 exam

Series 57TO — Securities Trader Exam

Passed Aug 2022About the Series 57TO exam

Series 7TO — General Securities Representative Examination

Passed Feb 2021About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Dec 2020About the SIE exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Oct 2002About the Series 6 exam

Series 24 — General Securities Principal Examination

Passed Apr 2021About the Series 24 exam
FINRA
SRO Registrations
Nasdaq Stock Market
SRO Registrations
Texas Stock Exchange LLC
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Larry Daniel Thayer JR's CRS (Customer Relationship Summary).

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