Full text of IBN FINANCIAL SERVICES, INC.'s X-17A-5 filed 2023-03-31 (period 2022-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.
{0}------------------------------------------------ **LIVERPOOL, NEW YORK** # **AUDITED STATEMENT OF FINANCIAL CONDITION** **DECEMBER 31, 2022** **PUBLIC DOCUMENT** {1}------------------------------------------------ ## **CONTENTS** | | Pages | |-----------------------------------------------------------|----------| | ANNUAL AUDITED REPORT FORM X-17A-5 PART Ill (Facing Page) | 1 | | OATH OR AFFIRMATION | 2 | | INDEPENDENT AUDITORS' REPORT | 3 | | FINANCIAL STATEMENTS: | | | Statement of Financial Condition | 4 | | Notes to Financial Statements | 5-<br>13 | {2}------------------------------------------------ **UNITED STATES SECURITIES AND EXCHANGE COMMISSION** **Washington, D.C. 20549** # **ANNUAL REPORTS FORM X-17A-5 PART Ill** **FACING PAGE** **Information Required Pursuant to Rules 17a-51 17a-121 and 18a-7 under the Securities Exchange Act of 1934** FILING FOR THE PERIOD BEGINNING **01/01/22** AND ENDING **12/31/22** **MM/DD/YY MM/DD/YY** **A. REGISTRANT IDENTIFICATION** #### **NAME OF FIRM: IBN FINANCIAL SERVICES, INC.** **TYPE OF REGISTRANT {check all applicable boxes):** **l:&l Broker-dealer □ Security-based swap dealer □ Major security-based swap participant □ Check here if respondent is also an OTC derivatives dealer** **ADDRESS OF PRINCIPAL PLACE OF BUSINESS: (Do not use P.O. Box No.)** **404 OLD LIVERPOOL ROAD (No. and Street} LIVERPOOL (City) PERSON TO CONTACT IN REGARD TO THIS FILING RICHARD J. CARLESCO, JR. NEW YORK (State) (315) 652-4426 13088 (Zip Code) rcarlesco@ibrokernet.com (Name) (Area Code - Telephone Number) (Email Address) B. ACCOUNTANT IDENTIFICATION INDEPENDENT PUBLIC ACCOUNTANT whose reports are contained in this filing\* EVANS AND BENNETT, LLP (Name - if individual, state last, first, and middle name) 2112 ERIE BLVD. E. STE 100 (Address) 8/11/2009 SYRACUSE (City) NEWYORK 13224 (State) (Zip Code) 3710 (Date of Registration with PCAOB )(if applicable) (PCAOB Registration Number, if applicable)** **FOR OFFICIAL USE ONLY** *• Claims/or exemption from the requirement that the annual reports be covered by the reports of an independent public accountant must be supported by a statement of/acts and circumstances relied on as the basis of the exemption. See 17 CFR 240.17a-5(e)(J)(ii), if applicable.* Persons who are to respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid 0MB control number. **0MB APPROVAL 0MB Number : 3235-0123 Expires: October 31, 2023 Estim…Read the full text as markdown