Best Investors
Account
Sign in
123 N. Wacker Dr. Suite 2300, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2024-10-02 |
Branch Locations
1213 Hylton Heights Road Suite 109, Manhattan, KS 66502 • 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 |
|---|---|---|---|---|
| Lpl Financial, Llc | Manhattan | KS | 05/2012 | Present |
| V Wealth Management, Llc | Manhattan | KS | 06/2013 | 12/2023 |
| Wcg Wealth Advisors, Llc | Manhattan | KS | 07/2023 | Present |
| Iht Wealth Management | Chicago | IL | 10/2024 | Present |
1. 3/19/2012: Farming; Real Estate Rental; Inv. related: Alfalfa County, OK; 1% Time Spent; rental property. 2. 07/16/2012 - V Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) 3. 11/20/2017: Notary Public; At Reported Business Location(s); Inv. related; Start Date 5/25/2012; 1hr/mo. during trading. 4. 07/26/2023 - V Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 07/14/2023 - 160 hours per month/ during trading 5. 7/28/2023: No Business Name; At Reported Business Location(s); Non-Variable Insurance; Advisor; Inv. related; start date 7/14/2023; 160hrs/mo. during trading. 6. 8/9/2023: Klick Sand LLC; At Reported Business Location(s); Business Entity For Tax/Investment Purposes Only; Not inv. related; start date 10/1/2020; 1hr/mo. during trading. 7. 8/10/2023: Sand Klick LLC; Manhattan, KS branch office; Real Estate Rental; Inv. related; start date 7/3/2023; 1hr/mo. during trading. 8. 10/31/2023: Konza Wealth Advisors- Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 12/01/2023- 160 Hours Per Month/80 Hours During Securities Trading - I provide investment advisory services through WCG WEALTH ADVISORS, LLC, an independent investment advisor firm. I started this business activity in DATE-12/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 9. 11/13/2023: Konza Wealth Advisors; At Reported Business Location(s); DBA for LPL Business (entity for LPL business); Inv. related; start date 12/1/2023; 160hrs/mo.; 40hrs during trading. 10. 07/01/2026 - IHT Wealth Management - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start Date 10/01/2024 - 40 hours per month/ 10 hours during trading - I provide investment advisory services through IHT Wealth Management, LLC, an independent investment advisor firm. I started this business activity in 10/2024. I expect to spend approximately 40 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 11. 07/28/2026 - IHT Wealth Management - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start Date 10/01/2024 - 160 hours per month/ 20 hours during trading - I provide investment advisory services through IHT Wealth Management, LLC, an independent investment advisor firm. I started this business activity in 10/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-11-02 |
Reach out to this advisor