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Current Employers
Ibn Financial Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-06
RI RA APPROVED 2025-01-06
MA RA APPROVED 2022-10-19
  • FL RA
    APPROVED
    Since 2025-01-06
  • RI RA
    APPROVED
    Since 2025-01-06
  • MA RA
    APPROVED
    Since 2022-10-19

Branch Locations

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

70 Washington Street Suite 103, Salem, MA 01970 • United States

Ibn Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
ME RA APPROVED 2023-01-09
  • ME RA
    APPROVED
    Since 2023-01-09

Branch Locations

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

70 Washington Street Suite 103, Salem, MA 01970 • 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
Libardoni Financial Salem MA 02/1998 Present
Investors Capital Corporation Lynnfield MA 05/2006 10/2016
Cetera Advisors Llc Salem MA 10/2016 10/2018
  • 02/1998 → Present
    Libardoni Financial
    Salem, MA
  • 05/2006 → 10/2016
    Investors Capital Corporation
    Lynnfield, MA
  • 10/2016 → 10/2018
    Cetera Advisors Llc
    Salem, MA
Previous Registrations
  • 2016-10-03 → 2018-10-15
    Cetera Advisors Llc
    Salem, MA
  • 2007-01-09 → 2016-10-03
    Investors Capital Corp.
    Gilford, NH
    Lynnfield, MA
    Salem, MA
    Lynnfield, MA
    Lynnfield, MA
    Lynnfield, MA
    Lynnfield, MA
    Lynnfield, MA
Other Businesses

NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERD LOCATION, NATURE OF BUSINESS: FIXED INSURANCE, START DATE: 5/1978, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF TRADING HOURS PER WEEK: 32.5, POSITION/TITLE/RELATIONSHIP: AGENT, BRIEF DESCRIPTION OF DUTIES: LIFE, DISABILITY, & ANNUITIES. NAME OF OTHER BUSINESS: LIBARDONI FINANCIAL, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERD LOCATION, NATURE OF BUSINESS: INCOME TAX PREPERATION & FILING, START DATE: 1998, APX NUMBER OF HOURS PER WEEK: 8, APX NUMBER OF TRADING HOURS PER WEEK: 8, POSITION/TITLE/RELATIONSHIP: TAX PREPARATION AND PLANNING BRIEF DESCRIPTION OF DUTIES: PREPERATION AND FILING.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-12-13
S63 Uniform Securities Agent State Law Examination 1980-08-11
  • S65 Uniform Investment Adviser Law Examination
    2006-12-13
  • S63 Uniform Securities Agent State Law Examination
    1980-08-11
Other Names
  • Bill Libardoni
  • Frank William Libardoni
  • F William Libardoni
  • Frank William Libardoni

View on SEC IAPD

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