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Chief Executive Officer, Cheif Financial Officer · IBN Financial Services, Inc

Richard James Jr Carlesco

CRD 2135988 · Named on Form ADV at 2 SEC-registered advisers

At a glance

IBN Financial Services, Inc, an SEC-registered broker-dealer firm based in Liverpool, NY with $88 million in regulatory assets, lists Richard James Jr Carlesco on its Form ADV as Chief Executive Officer, Cheif Financial Officer, a control person. The SEC filings also name Richard at 1 other registered adviser.

Firms and roles

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Richard’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
2 firmsLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Richard’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.