Full text of IBN FINANCIAL SERVICES, INC.'s X-17A-5 filed 2024-03-27 (period 2023-12-31). 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, 2023** **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 -13 | {2}------------------------------------------------ **UNITED ST ATES SECURITIES AND EXCHANGE COMMISSION** **Washington, D.C. 20549** ## **ANNUAL REPORTS FORM X-17 A-5 PART** Ill **FACING PAGE** **Information Requ ired Pursuantto Rules 17a-5, 17a-12, and 1 Sa-7 under the Securities Exc hange Act of 1934** **FILING FOR THE PERIOD BEGINNING 01/01/23 AND ENDING 12/31/23** **MM/0D/YY** **MM/0D/YY** **A. REGISTRANT IDENTIFICATION** #### **NAME OF FIRM: IBN FINANCIAL SERVICES, INC.** **TYPE OF REGISTRANT (check al I applicable boxes):** **IE Broker-dealer □ Security-based swap dealer** □ **Major security-based swap participant D 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 | NEWYORK | 13088 | | | (City) | (State) | (Zip Code) | | | PERSON TO CONTACT IN REGARD TO THIS FILING | | | | | RICHARD J. CARLESCO, JR. | {315) 652-4426 | | rcarlesco@ibrokernet.com | | (Name) | (Area Code - Telephone Number) | | (Email Address) | | | B. ACCOUNTANT IDENTIFICATION | | | | EVANS AND BENNETT, LLP | | | | | (Name - if individual, state last, first, and middle name) | | | | | | | | | | 2112 ERIE BLVD. E. STE 100<br>(Address) | SYRACUSE<br>(City) | NEWYORK 13224<br>(State} | (Zip Code} | | | | | | | 8/11/09 | | 3710<br>(PCAOB Registration Number, if applicable) | | | | | | | | INDEPENDENT PUBLIC ACCOUNTANT whose reports are contained in this filing*<br>(Date of Registration with PCAOB)(if applicable) | FOR OFFICIAL USE ONLY | | | *statement of facts and circumstances relied on as the basis of the exemption. See J* **7** *CFR 240. J* **7** *a-5…Read the full text as markdown