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Ibn Financial Services, Inc. CRD 42360
$87.7M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
404 Old Liverpool Rd, Liverpool, NY 13088 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-02-10 |
| PA | RA | APPROVED | 2020-11-06 |
Branch Locations
1 disclosure category 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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ibn Financial Services, Inc. | Liverpool | NY | 01/2002 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 04/2025 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 04/2025 | Present |
1. VICTORY FOR VETS, INC., 404 Old Liverpool Rd, Liverpool NY 13088, 01/2014, Board Member, Volunteer, NIR, 4 HR/MO, 0 HR/MO TRADING. 2. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, 4/2025, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-09 |
| S63 | Uniform Securities Agent State Law Examination | 1991-04-01 |
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