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404 Old Liverpool Rd, Liverpool, NY 13088 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-07-15 |
Branch Locations
404 Old Liverpool Rd, Liverpool, NY 13088 • United States
Bluffton, SC • United States
3 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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ibn Financial Services Inc. | Liverpool | NY | 09/2013 | Present |
(1) NAME: "Advanced Planning Strategies Program"; INV-REL: No; ADDRESS: #6 Five Oaks Ln., Valley Cottage, NY 10989; NATURE: Referral Service; POSITION: Independent Contractor; DATE: 1/14/2014; HRS/MO: 10; TRADING HRS/MO: 0; DUTIES: Refers customers to professionals in various fields (legal, accounting etc.), which outside of RR's area of expertise, in order to assist customers in creating comprehensive financial strategies, through the coordination multiple specialists.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-05-26 |
| S63 | Uniform Securities Agent State Law Examination | 1984-12-28 |
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