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Current Employers
Ibn Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2023-01-23
  • NY RA
    APPROVED
    Since 2023-01-23

Branch Locations

Holbrook, NY • United States

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

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Inc. Melville NY 09/2005 03/2017
American Portfolios Financial Services, Inc. Holbrook NY 03/2017 12/2018
Traderfield Securities Inc. Staten Island NY 01/2019 09/2020
A.G. Morgan Financial Advisors, Llc Massapequa NY 03/2017 09/2020
Ibn Financial Services, Inc. Holbrook NY 12/2022 Present
J.D. Prosperities, Inc. Holbrook NY 09/2020 06/2024
Ibn Advisory Services, Inc. Liverpool NY 12/2022 Present
Zing Financial, Inc. Holbrook NY 04/2026 Present
Northwell Health Westbury NY 06/2025 07/2026
  • 09/2005 → 03/2017
    Ameriprise Financial Services, Inc.
    Melville, NY
  • 03/2017 → 12/2018
    American Portfolios Financial Services, Inc.
    Holbrook, NY
  • 01/2019 → 09/2020
    Traderfield Securities Inc.
    Staten Island, NY
  • 03/2017 → 09/2020
    A.G. Morgan Financial Advisors, Llc
    Massapequa, NY
  • 12/2022 → Present
    Ibn Financial Services, Inc.
    Holbrook, NY
  • 09/2020 → 06/2024
    J.D. Prosperities, Inc.
    Holbrook, NY
  • 12/2022 → Present
    Liverpool, NY
  • 04/2026 → Present
    Zing Financial, Inc.
    Holbrook, NY
  • 06/2025 → 07/2026
    Northwell Health
    Westbury, NY
Previous Registrations
Other Businesses

RockstarX.; Neurodiverse UK/US Based business. Coach Founder. 5% Owner. Less than 10 hours per month, 4 or less hours during market hours. Harlem Standard, LLC.; American Whiskey company. Minority Owner. 2% owner. Less than 4 hours per month, 2 or less hours during market hours. Camp My Way; Nonprofit BC Canadian Wellness Society. Board Member. 0% owner. Less than 4 hours per month, 2 or less hours during market hours. NEA Member Services; Education Professional Member Organization. Retirement Specialist. 0% owner. 20 hours per month, 20 hours during market hours

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2023-05-23
S65 Uniform Investment Adviser Law Examination 2023-01-23
  • S63 Uniform Securities Agent State Law Examination
    2023-05-23
  • S65 Uniform Investment Adviser Law Examination
    2023-01-23

View on SEC IAPD

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