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500 S. Australian Ave. Suite 600, West Palm Beach, FL 33401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-15 |
| TX | RA | APPROVED | 2023-12-04 |
| NJ | RA | APPROVED | 2014-01-17 |
Branch Locations
500 S. Australian Ave. Suite 600, West Palm Beach, FL 33401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Bedminster | NJ | 01/2000 | Present |
| Ibex Wealth Advisors, Llc | Bedminster | NJ | 09/2022 | Present |
1. 11/1/2010: REAL ESTATE RENTAL - HOLLAND BROOK HOLDINGS - HORSE STABLES (VARIES BETWEEN 4 AND 6). NO RENTERS ARE LPL CUSTOMERS. - INVESTMENT RELATED - TIME SPENT 1% - WHITEHOUSE STATION, NJ. 2. 01/07/2016 * Captive Insurance * INV REL * AT REPORTED BUSINESS LOCATION(S) * START 12/15/2015 * 5 HRS/MO NOT DURING SECS TRDG HRS. 3. 4/19/2018 - 6 THOMPSON AVE LLC - Investment Related - 660 OLD CHESTER ROAD CHESTER, NJ 07930 - Start Date: 4/2018 - 1 Hours Per Month/0 Hours During Trading. 4. 4/19/2018 - KKB REALTY HOLDING COMPANY LLC - Not Investment Related - PURCHASING RENTAL PROPERTIES - Start Date: 4/2018 - 1 Hours Per Month/0 Hours During Trading. 5. 1/12/2021 - IBEX Wealth Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 01/01/13 - 200 Hours Per Month/160 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Ibex Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in 01/2014. I expect to spend approximately 200 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1985-11-11 |
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