This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

IBN FINANCIAL SERVICES, INC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jul 1, 1969earliest registration or exam on IAPD

Years in industry

57derivedfrom the industry start date

Years at current firm

8derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Designations

Chartered Financial Consultant

Exams

S63

First exam

Dec 12, 1979

First registration

Jul 7, 2003

Dual registered

yes, broker-dealer

Other names

Bart Steven KAPLOW|Bart S. Kaplow

IAPD individual key

264208

Graph

RIA / Wealth Management

Canonical id

dfx:ria:fe0060df-9731-3497-6e8b-b357208e22d9

First observed

Jul 7, 2003

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.