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Current Employers
Ibn Financial Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-01-01
MA RA APPROVED 2024-05-09
NY RA APPROVED 2024-04-01
  • MD RA
    APPROVED
    Since 2025-01-01
  • MA RA
    APPROVED
    Since 2024-05-09
  • NY RA
    APPROVED
    Since 2024-04-01

Branch Locations

651 Rte 22A North, Fair Haven, VT 05743 • United States

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

404 Old Liverpool Rd, Liverpool, NY 13088 • UNITED STATES

Ibn Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
VT RA APPROVED 2025-01-01
NH RA APPROVED 2024-04-16
  • VT RA
    APPROVED
    Since 2025-01-01
  • NH RA
    APPROVED
    Since 2024-04-16

Branch Locations

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

651 Route 22A North, Fair Haven, VT 05743 • 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
The Guardian Life Insurance Co Of Americ New York NY 08/1987 Present
Farm Family Insurance Rutland VT 04/1997 Present
American National Insurance Perkinsville VT 10/2001 Present
Pyle Agency Perkinsville VT 10/1982 Present
Advisory Group Equity Services Ltd Reading MA 01/2008 Present
Ibn Financial Services, Inc. Liverpool NY 04/2024 Present
  • 08/1987 → Present
    The Guardian Life Insurance Co Of Americ
    New York, NY
  • 04/1997 → Present
    Farm Family Insurance
    Rutland, VT
  • 10/2001 → Present
    American National Insurance
    Perkinsville, VT
  • 10/1982 → Present
    Pyle Agency
    Perkinsville, VT
  • 01/2008 → Present
    Advisory Group Equity Services Ltd
    Reading, MA
  • 04/2024 → Present
    Liverpool, NY
Previous Registrations
Other Businesses

Medallion Jerseys LLC located at 160 Sheldon Rd, Fair Haven, VT 05743 is a dairy farm business selling milk and registered dairy cattle. Serves as a minority member of the LLC providing some management and chores. Started on October 15, 2020. 10 hours per month; 0 during securities related hours. This is not investment related. Owner/Agent of Pyle Agency, Inc., located at 651 Route 22A N, Fair Haven, VT 05743, sells life, disability, heath, long-term care, Medicare supplement, fixed annuity, Medicare advantage and prescription plans. As the owner/agent determine customer needs for, offer sales and service of insurance products. Started in October 1982. 120 hours per month; 80 hours during securities related hours. This is not investment related. Treasurer of the Vermont Jersey Breeders Association located at 160 Sheldon Rd, Fair Haven, VT 05743, is a dairy association. Duties include keeping the books, paying bills and reporting to the board of directors. Started on April 1, 2020. 2 hours per month; 0 hours during securities related hours. This is not investment related.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-04-15
S63 Uniform Securities Agent State Law Examination 1989-12-15
  • S66 Uniform Combined State Law Examination
    2008-04-15
  • S63 Uniform Securities Agent State Law Examination
    1989-12-15

View on SEC IAPD

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