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Dean James Macris

Ibn Financial Services, Inc.

Liverpool, NY

Syracuse, NY

Liverpool, NY

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Current Employers
Ibn Financial Services, Inc.

404 Old Liverpool Rd, Liverpool, NY 13088 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2023-07-20
  • NY RA
    APPROVED
    Since 2023-07-20

Branch Locations

404 Old Liverpool Rd, Liverpool, NY 13088 • United States

Syracuse, NY • United States

404 Old Liverpool Rd, Liverpool, NY 13088 • 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
Guardian Life Insurance Co Of America New York NY 07/1996 Present
Investment Concepts, Llc East Syracuse NY 08/2015 Present
Ibn Financial Services, Inc. Liverpool NY 07/2016 Present
  • 07/1996 → Present
    Guardian Life Insurance Co Of America
    New York, NY
  • 08/2015 → Present
    Investment Concepts, Llc
    East Syracuse, NY
  • 07/2016 → Present
    Ibn Financial Services, Inc.
    Liverpool, NY
Previous Registrations
  • 2015-08-14 → 2016-07-12
    Vsr Financial Services, Inc.
    East Syracuse, NY
    Lawrence, KS
    Overland Park, KS
  • 2015-01-08 → 2015-09-04
    Ridgeway Conger Advisory Services
    East Syracuse, NY
    New Woodstock, NY
  • 2013-12-17 → 2014-12-31
    Ridgeway Conger Advisory Services
    East Syracuse, NY
    New Woodstock, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-07-19
S63 Uniform Securities Agent State Law Examination 1994-08-31
  • S65 Uniform Investment Adviser Law Examination
    2023-07-19
  • S63 Uniform Securities Agent State Law Examination
    1994-08-31

View on SEC IAPD

Other Firms

IBN ADVISORY SERVICES, INC.
S.E.E.D. PLANNING GROUP, LLC
LPL FINANCIAL LLC
EDWARD JONES
PRIVATE ADVISOR GROUP, LLC
CREATIVE PLANNING
KEY INVESTMENT SERVICES LLC
BANKERS LIFE ADVISORY SERVICES, INC.

Other Investors

ROBERT MARK STAR
JAMES LEONARD VAN GROUW
Drew Morgan Marinelli
JOHN BRENDAN DOBBERTIN
THOMAS COLGATE PYLE
Robert DAgosta
HARJIT KAUR ARORA
CHRISTOPHER RYAN AVERY

Other Offices

IBN ADVISORY SERVICES, INC. · LIVERPOOL, NY
S.E.E.D. PLANNING GROUP, LLC · Syracuse, NY
LPL FINANCIAL LLC · LIVERPOOL, NY
EDWARD JONES · LIVERPOOL, NY
PRIVATE ADVISOR GROUP, LLC · SYRACUSE, NY
CREATIVE PLANNING · Syracuse, NY
LPL FINANCIAL LLC · SYRACUSE, NY
LPL FINANCIAL LLC · LIVERPOOL, NY

More in Liverpool, NY

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