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Current Employers
Ibex Wealth Advisors, Llc

500 S. Australian Ave. Suite 600, West Palm Beach, FL 33401 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-01-30
  • NJ RA
    APPROVED
    Since 2025-01-30

Branch Locations

500 S. Australian Ave. Suite 600, West Palm Beach, FL 33401 • 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
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
  • 06/2015 → 12/2018
    Olden Lane Securities, Llc
    Bridgewater, NJ
  • 06/2013 → 11/2019
    The Leo Group, Llc
    Chatham, NJ
  • 11/2019 → 06/2020
    Triad Advisors, Llc
    Norcross, GA
  • 07/2020 → 11/2021
    Tfs Securities, Inc
    Lincroft, NJ
  • 11/2021 → 01/2025
    Madison, NJ
  • 03/2021 → 01/2025
    Purshe Kaplan Sterling Investements, Inc.
    Albany, NY
  • 02/2025 → Present
    Lpl Financial Llc
    Bedminster, NJ
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-07-10
  • S66 Uniform Combined State Law Examination
    2021-07-10
Other Names
  • Cheryl J Andrew

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