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404 Old Liverpool Rd., Liverpool, NY 13088 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2025-04-30 |
Branch Locations
404 Old Liverpool Rd., Liverpool, NY 13088 • United States
404 Old Liverpool Rd, Liverpool, NY 13088 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-01-02 |
| RI | RA | APPROVED | 2024-11-01 |
| FL | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-02-27 |
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