I-Bankers Securities, Inc.
Firm details
- Headquarters
- Boca Raton, Florida
- CRD number
- 41352
- Registered since
- September 9, 1996
- Website
- www.i-bankers.net
Firm profile
FINTRXOverview
I-Bankers Securities, Inc. is structured as a corporation that classifies itself as an investment bank and has been SEC-registered since 1996. The firm is privately held by an individual owner rather than a bank or institutional parent. Public records indicate it does not position itself as a capital allocator and is not identified as an active ESG investor. The dataset contains limited operational detail: there is no disclosed client base, fee schedule, or description of advisory activities. It is also recorded as not being a multi-state adviser, not a newly formed adviser, not a pension consultant, and not part of a related-adviser arrangement. The firm has not provided information about its activities or affiliations, which constrains any deeper assessment of its product mix, target clients, or distribution focus.
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Alan Levin
Chief Financial OfficerCRD 3073530
Shelley Leonard
CFOCRD 2401474
Contacts
3 of 19
Jesse Busch
Investment Banking Vice PresidentCRD 6352403

Robert Natiss
Branch ManagerCRD 345182

James Hosch
Director of Investment BankingCRD 1541541
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Boca Raton, FL
Palm Beach
Location
Boca Raton, FL
Headquartered in Boca Raton, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Palm Beach
- Address
- 1200 N Federal Hwy
- Time zone
- ET (UTC-5)
- Office locations
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