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123 N. Wacker Dr. Suite 2300, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2021-04-30 |
Branch Locations
58757 Van Dyke Rd #547, Washington, MI 48094 • United States
123 N. Wacker Dr. Suite 2300, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Portfolio Solutions, Llc | Troy | MI | 02/2016 | 04/2021 |
| Iht Wealth Management | Chicago | IL | 04/2021 | Present |
VENICE WEALTH PARTNERS LLC DBA FOR ADVISORY AND INSURANCE BUSINESS INVESTMENT RELATED INSURANCE AGENT
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-07-24 |
| S65 | Uniform Investment Adviser Law Examination | 2006-07-03 |
| S63 | Uniform Securities Agent State Law Examination | 2005-08-02 |
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