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Current Employers
Ibn Financial Services, Inc.

404 Old Liverpool Rd, Liverpool, NY 13088 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-05-21
  • NY RA
    APPROVED
    Since 2024-05-21

Branch Locations

404 Old Liverpool Rd, Liverpool, NY 13088 • United States

404 Old Liverpool Rd, Liverpool, NY 13088 • United States

7207 East Genesee Street, Fayetteville, NY 13066 • United States

Disclosures

5 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint Yes
  • Termination Yes
Employment History
OrganizationCityStateFromTo
American Portfolios Financial Services, Inc. Fayetteville NY 09/2009 Present
  • 09/2009 → Present
    American Portfolios Financial Services, Inc.
    Fayetteville, NY
Previous Registrations
  • 2010-04-08 → 2022-11-01
    American Portfolios Advisors, Inc
    Holbrook, NY
Other Businesses

1. 07/02/2007 / THE LEXINGTON FINANCIAL GROUP / DBA OUTSIDE BUSINESS / 7207 EAST GENESEE STREET FAYETTEVILLE NY 13066. 2. 01/07/08 - NON-VARIABLE INSURANCE - I PLAN ON BEING REP. OF RECORD FOR A GROUP HEALTH INSURANCE PLAN...DUTIES COULD EXPAND TO ACTUAL SALES OF GROUP HEALTHCARE PLANS - 5% TIME SPENT 3.CRUMP INSURANCE LIFE INSURANCE AND LONG TERM CARE NON SECURITIES RELATED STARTED MAY 2000 PROVIDING INSURANCE FOR CLIENTS SPENDS 5 HRS A MONTH, 5 HRS DURING MARKET HRS. 4. UNITED HEALTHCARE HEALTH INSURANCE NON SECURITIES RELATED STARTED JULY 2009 HEALTH INSURANCE FOR CLIENTS DEVOTES 2 HRS PER MONTH, 2 HRS DURING MARKERT HRS. 5. MVP HEALTHCARE HEALTH INSURANCE NON SECURITIES RELATED STARTED JULY 2009 HEALTH INSURANCE FOR CLIENTS DEVOTES 2 HRS A MONTH, 2 HRS DURING MARKET HRS. 6.PORTLAND TRAILBLAZERS - SCOUT FOR NBA TEAM; START DATE: 11/2013. IS NON-SECURITIES RELATED; DEVOTES 16-20 HRS PER MONTH. 10/18/13 7.John B. Dobbertin. Rental Property. Not securities related. Start date 9/1/15. Landlord 100% ownership. 8 hours devoted per month, 0 hours during market hours. 8.The Lexington Group. Lease of Office Space. Not securities related. Start date 9/1/2015. Sublets. 100% ownership. 5 hours devoted per month, 5 hours during market hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-01-19
S66 Uniform Combined State Law Examination 2010-04-07
S63 Uniform Securities Agent State Law Examination 1999-09-14
  • S65 Uniform Investment Adviser Law Examination
    2024-01-19
  • S66 Uniform Combined State Law Examination
    2010-04-07
  • S63 Uniform Securities Agent State Law Examination
    1999-09-14

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