Bart Steven Kaplow

Current Employers

Ibn Financial Services, Inc.

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

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2022-06-29
NJ	RA	APPROVED	2017-10-16

PA RA
APPROVED

Since 2022-06-29
NJ RA
APPROVED

Since 2017-10-16

Branch Locations

Phoenixville, PA • United States

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

Disclosures

2 disclosure categories 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 Yes
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Capital Planning Corporation	Philadelphia	PA	07/1969	Present
United Life & Accident Ins Co.	Concord	NH	07/1973	Present
Financial West Group	Westlake Village	CA	06/2003	Present
Ibn Financial Services, Inc.	Liverpool	NY	09/2017	Present

07/1969 → Present

Capital Planning Corporation

Philadelphia, PA
07/1973 → Present

United Life & Accident Ins Co.

Concord, NH
06/2003 → Present

Financial West Group

Westlake Village , CA
09/2017 → Present

Ibn Financial Services, Inc.

Liverpool, NY

Previous Registrations

2003-07-07 → 2017-10-13

Financial West Group

Phoenixville, PA

Northridge, CA

Phoenixville, PA

Reno, NV

Other Businesses

1) FIXED INSURANCE 2)PRE-PAID LEGAL SERVICES 3)HOME OWNERS ASSOCIATION - REGENCY AT PROVIDENCE FINANCE COMMITTEE* 4)CAPITAL PLANNING CORPORATION

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1979-12-12

S63 Uniform Securities Agent State Law Examination

1979-12-12

Designations

Other Names

Bart Steven Kaplow
Bart S. Kaplow

View on SEC IAPD