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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 | 2019-06-14 |
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 |
|---|---|---|---|---|
| Beautyworkswest Ltd | Summit | NJ | 09/2014 | 03/2017 |
| Unemployed | Summit | NJ | 03/2017 | 06/2017 |
| National Financial Network | New York | NY | 07/2017 | 03/2018 |
| Bpp Wealth Solutions | Summit | NJ | 03/2018 | 01/2019 |
| Unemployed | Lebanon | NJ | 01/2019 | 05/2019 |
| Lpl Financial, Llc | Bedminster | NJ | 05/2019 | Present |
| Ibex Wealth Advisors | Bedminster | NJ | 05/2019 | Present |
1. 5/14/2019 - Non-Variable Insurance - DENISE ANDERSON - Lebanon, NJ 09/01/2019 - LCJ Summit Middle School PTO Assistant Treasurer; Non-Investment related;2 hrs./month, 0 during securities trading hours. 2. 06/28/2019 - IBEX WEALTH ADVISORS, LLC - Investment related - At reported business location(s) - Registered Investment Advisor Hybrid- IAR - start date:05/02/2019 - 160 hrs/mo - 8 hrs during trading - 100% time spent - I provide investment advisory services through Ibex Wealth Advisors LLC, an independent investment advisor firm. I started this business activity in May 25, 2019. I expect to spend approximately 160 hours per month on this activity. Please see the Form ADV of the advisory firm 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. 3. 07/29/2019 - Ibex Wealth Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 05/25/2019 - 180 Hours Per Month/150 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-05-21 |
| S63 | Uniform Securities Agent State Law Examination | 2019-01-25 |
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