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123 N. Wacker Dr. Suite 2300, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-02-23 |
| NJ | RA | APPROVED | 2020-12-01 |
Branch Locations
123 N. Wacker Dr. Suite 2300, Chicago, IL 60606 • United States
101 Crawford Corner Road Suite 4116, Holmde, NJ 07733 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Prb Wealth Management | New York | NY | 12/2013 | 09/2020 |
| Private Advisor Group, Llc | New York | NY | 05/2016 | 09/2020 |
| Iht Wealth Management | New York | NY | 09/2020 | Present |
| Lpl Financial, Llc | New York | NY | 04/2016 | Present |
1. 5/5/2016 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - 4 Hours Per Month/1 Hour During Securities Trading - Life, Group Health, Long Term Care, Disability. 2. 5/5/2016 - PRB Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Time Spent 100%. 3. 3/12/2020 - Bridge Benefits Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 04/01/2020 - 50 Hours Per Month During Securities Trading. 4. 9/4/2020 - IHT Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 09/01/2020 - 180 Hours Per Month/160 Hours During Securities Trading - I provide investment advisory services through IHT Wealth Management, an independent investment advisor firm. I started this business activity in 09/2020. I expect to spend approximately 180 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. 5. 10/8/2020 - IHT Wealth Management - DBA: (Hybrid) PRB Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 05/02/2016 - 160 Hours Per Month/6 Hours During Securities Trading. 6. 10/8/2020 - IHT Wealth Management - DBA: (Hybrid) Bridge Benefits Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 04/01/2020 - 50 Hours Per Month/40 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2003-10-23 |
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