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500 S. Australian Ave. Suite 600, West Palm Beach, FL 33401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-01-30 |
Branch Locations
500 S. Australian Ave. Suite 600, West Palm Beach, FL 33401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Olden Lane Securities, Llc | Bridgewater | NJ | 06/2015 | 12/2018 |
| The Leo Group, Llc | Chatham | NJ | 06/2013 | 11/2019 |
| Triad Advisors, Llc | Norcross | GA | 11/2019 | 06/2020 |
| Tfs Securities, Inc | Lincroft | NJ | 07/2020 | 11/2021 |
| Transcend Capital Advisors, Llc | Madison | NJ | 11/2021 | 01/2025 |
| Purshe Kaplan Sterling Investements, Inc. | Albany | NY | 03/2021 | 01/2025 |
| Lpl Financial Llc | Bedminster | NJ | 02/2025 | Present |
1- 02/2025 / Notary / Notary / Investment Related / 160 hrs mth / 8 hrs during trading / Bedminster, NJ / Start date: 01/27/2025 2- 02/2025 / Ibex Wealth Advisors / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 8 hrs during trading / At reported business location(s) 3) 02/04/2025 - Ibex Wealth Advisors LIC - Not Investment Related - Registered Investment Advisor DBA - At Reported Business Location(s) - Start Date:01/27/2025 - 160 Hrs/Mth - 8 Hrs During Trading.I provide administrative support to IBEX WEALTH ADVISORS, LLC, an independent investment advisor firm. I started this business activity in 2/2025. I expect to spend approximately 40 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4) 02/04/2025 - IBEX WEALTH ADVISORS, LLC - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date:01/27/2025 - 160 Hrs/Mth - 8 Hrs During Trading.I provide administrative support to IBEX WEALTH ADVISORS, LLC, an independent investment advisor firm. I started this business activity in 2/2025. I expect to spend approximately 40 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-10 |
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