Larry D. Thayer

I-BANKERS SECURITIES

Boca Raton, FL 33432

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CRD#: 4598879

Professional summary

Larry Daniel Thayer JR, who also goes by Dan Thayer Jr, Larry Daniel Thayer, is a registered financial professional 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 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Dan Thayer Jr | Larry Daniel Thayer

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 Larry Daniel Thayer JR'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

March 3, 2021 - 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

Current

July 27, 2022 - Present

IB CAPITAL LLC

Office #1: 1200 N Federal Hwy Suite 215, Boca Raton, FL 33432Office #2: 51 Kings Court Apt 14-b, San Juan, PR 00911

CRD#: 315886

Boca Raton, FL

Past

March 7, 2023 - July 19, 2024

I-BANKERS DIRECT, LLC

CRD#: 167533

BOCA RATON, FL

Past

October 31, 2002 - November 6, 2003

FORESTERS EQUITY SERVICES, INC.

CRD#: 18464

SAN DIEGO, CA

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

Florida
(5/24/2024)

Puerto Rico
(2/28/2023)

Exams

State Security Law Exam

Series 63

Date: 11/7/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 57TO

Date: 8/3/2022

Securities Trader Exam

General Industry/Product Exam

Series 7TO

Date: 2/22/2021

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 12/18/2020

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 10/30/2002

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 4/15/2021

General Securities Principal Examination

SRO Registrations

FINRA

SRO Registrations

Nasdaq Stock Market

Current Firm

IB CAPITAL LLC

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

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)

Documents

Direct owners and executive officers

Name	Position	CRD#
MCCRORY, JAMES MICHAEL	CEO/CCO	2366988
LEONARD, SHELLEY KAY	OWNER	2401474
FLORIANI, PAOLO ERMENEGILDO	OWNER	2760686
SAMSON, EDWARD GREGORY	CFO/FINOP	2041321

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Larry D. Thayer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

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

Certified licenses

Experience

IB CAPITAL LLC

I-BANKERS DIRECT, LLC

FORESTERS EQUITY SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 11/7/2002

Series 57TO

Date: 8/3/2022

Series 7TO

Date: 2/22/2021

SIE

Date: 12/18/2020

Series 6

Date: 10/30/2002

Series 24

Date: 4/15/2021

FINRA

Nasdaq Stock Market

Current Firm

IB CAPITAL LLC

Contact information

FINRA licenses (1 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

IB CAPITAL LLC

TRUST BUT VERIFY

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