Philip Francis Rongo

Employer firm

Ibex Wealth Advisors, LLC CRD 168674

$1.28B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/1997 → Present
  Lpl Financial Llc
  Bedminster, NJ
• 01/2014 → Present
  Ibex Wealth Advisors, Llc
  Bedminster, NJ

Previous Registrations

• 2006-03-06 → 2014-06-26
  Round Valley Wealth Management
  Lebanon, NJ
• 2004-11-12 → 2006-02-02
  Morristown Financial Group, Llp
  Morristown, NJ

Other Businesses

1. 10/07/2014 - IBEX WEALTH ADVISORS, LLC -DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - TIME SPENT 30 HOURS PER MONTH - LEBANON, NJ 2. 11/25/2014 - IBEX WEALTH ADVISORS, LLC - REGISTERED INVESTMENT ADVISOR HYBRID - TIME SPENT 80% - LEBANON, NJ 3. 01/27/2015: PHILIP RONGO WEALTH MANAGEMENT - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - 3 WERNER WAY, SUITE 204 LEBANON, NJ 08833 - START 01/16/2015 - 4 HR/MO 2 DURING SECS TRDG HRS 4. 12/28/2015 - Series Protected Cell 94 Oxford Insurance Co. - INV REL - 1723 Creek View Drive, Fogelsville, PA 18051 - Captive Insurance - START 12/16/2015 - 1 HOUR PER MONTH - The "company" is owned by myself and my spouse, Lisa Rongo. 5. 10/15/2021 - Philip Rongo - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 11/03/1997 - 2 Hours Per Month/1 Hour During Securities Trading. 6. 04/2006 - Round Valley Wealth Management - Investment Adviser Representative - Terminated 12/31/2016

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-09-22
• S63 Uniform Securities Agent State Law Examination
  1992-08-19

Designations

• Chartered Financial Consultant