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Current Employers
Iht Wealth Management Llc

123 N. Wacker Dr. Suite 2300, Chicago, IL 60606 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2021-04-30
  • MI RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Portfolio Solutions, Llc Troy MI 02/2016 04/2021
Iht Wealth Management Chicago IL 04/2021 Present
  • 02/2016 → 04/2021
    Portfolio Solutions, Llc
    Troy, MI
  • 04/2021 → Present
    Iht Wealth Management
    Chicago, IL
Previous Registrations
Other Businesses

VENICE WEALTH PARTNERS LLC DBA FOR ADVISORY AND INSURANCE BUSINESS INVESTMENT RELATED INSURANCE AGENT

Exams
CodeExamDate
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
  • 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
Designations
Other Names
  • Suzana Hart
  • Sue Bogoevska
  • Sue Hart

View on SEC IAPD

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