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JV

Javier A. Vega Bonilla

IB CAPITAL LLC
San Juan, PR 00907
Some features on this profile are disabled
CRD#: 7392619
JV

Professional summary

Javier Alberto Vega Bonilla is a registered financial professional currently at IB CAPITAL LLC located in San Juan, .

Javier is registered as a RR (Registered Representative) and started their career in finance in 2021. Javier has worked at 1 firm and has passed the Series 99TO, SIE and Series 28 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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 Javier Alberto Vega Bonilla'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

November 16, 2021 - Present

IB CAPITAL LLC

Office #1: 1483 Ashford Ave, Apt 501, San Juan, Puerto Rico, , San Juan, PR 00907Office #3: 51 Kings Court Apt 14-b, San Juan, PR 00911
BD
CRD#: 315886
San Juan, PR

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 7/7/2022
Securities Industry Essentials Examination
Principal/Supervisory Exam
RR
Series 28
Date: 8/19/2021
Introducing Broker/Dealer Financial Operations Principal Examination
SRO Registrations
RR
FINRA

Current Firm

IC
IB CAPITAL LLC
IB CAPITAL LLC

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

BD
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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

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

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

IB CAPITAL LLC

CRD#: 315886San Juan, PR 00907

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