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Current Employers
Ibex Wealth Advisors, Llc

500 S. Australian Ave. Suite 600, West Palm Beach, FL 33401 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-01-15
TX RA APPROVED 2023-12-04
NJ RA APPROVED 2014-01-17
  • FL RA
    APPROVED
    Since 2026-01-15
  • TX RA
    APPROVED
    Since 2023-12-04
  • NJ RA
    APPROVED
    Since 2014-01-17

Branch Locations

500 S. Australian Ave. Suite 600, West Palm Beach, FL 33401 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Bedminster NJ 01/2000 Present
Ibex Wealth Advisors, Llc Bedminster NJ 09/2022 Present
Other Businesses

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.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1985-11-11
  • S63 Uniform Securities Agent State Law Examination
    1985-11-11
Designations

View on SEC IAPD

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