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Current Employers
Ibn Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2025-04-30
  • NH RA
    APPROVED
    Since 2025-04-30

Branch Locations

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

9 Vernon St, Framingham, MA 01701 • United States

Ibn Financial Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-01-02
RI RA APPROVED 2024-11-01
FL RA APPROVED 2024-10-17
  • MA RA
    APPROVED
    Since 2025-01-02
  • RI RA
    APPROVED
    Since 2024-11-01
  • FL RA
    APPROVED
    Since 2024-10-17

Branch Locations

9 Vernon St., Framigham, MA 01701 • United States

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

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

9 Vernon St., Framingham, MA 01701 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Leaders Group, Inc. Littleton CO 01/2003 12/2020
Bill Bonk Insurance Marketing Framingham MA 07/2015 Present
Ages Financial Services, Ltd Woburn MA 01/2021 09/2024
Trust Advisory Group Ltd Reading MA 01/2021 Present
Ibn Financial Services, Inc. Liverpool NY 10/2024 Present
  • 01/2003 → 12/2020
    The Leaders Group, Inc.
    Littleton, CO
  • 07/2015 → Present
    Bill Bonk Insurance Marketing
    Framingham, MA
  • 01/2021 → 09/2024
    Ages Financial Services, Ltd
    Woburn, MA
  • 01/2021 → Present
    Reading, MA
  • 10/2024 → Present
    Liverpool, NY
Previous Registrations
Other Businesses

As of 7/1/2015 Mr. Bonk is the Owner/Regional Director of Bill Bonk Insurance Marketing ("BBIM") located at 9 Vernon St Framingham MA 01701. BBIM is an Independent Insurance Wholesaler = FMO Fixed Non-Registered Insurance Only (includes Fixed Non-Registered Insurance business (including Indexed Annuities) with Bill Bonk as Agent. Producers Choice Network is an affiliate of BBIM located at 1152 E Long Lake Road, Troy, Mi 48085. Not Investment Related, 160-200 hrs/mo; 160-200 hrs/mo (during trading hours). As of August 25, 2020, Mr. Bonk is the owner of Bonk Realty, LLC located at 49 Willis Road, Sudbury MA, 01776 with one commercial property located at 9 Vernon St, Farmington, MA 01701 where he is the occupant and manages and maintains this commercial property. Not investment Related, 2hrs/mo; 2hrs/mo (during trading hours).

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-02-27
  • S66 Uniform Combined State Law Examination
    2001-02-27
Other Names
  • William Francis Bonk
  • William Bonk

View on SEC IAPD

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