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123 N. Wacker Dr. Suite 2300, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2017-10-03 |
Branch Locations
4711 Golf Road Suite 705, Skokie, IL 60076 • United States
123 N. Wacker Dr. Suite 2300, Chicago, IL 60606 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Skokie | IL | 08/2007 | Present |
| Iht Wealth Management, Llc | Chicago | IL | 10/2017 | Present |
1. 12/01/2008 - KMG Accounting - IVN REL - Tax Prep/Accounting/CPA - 5% TIME SPENT - Management of the tax preparation business 2. 5/23/2018 - IHT Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date:10/02/2017 - 25 Hour(s) Per Month/4 Hour(s) During Trading - I provide investment advisory services through IHT Wealth Management, an independent investment advisor firm. I started this business activity in 10/02/2017. I expect to spend approximately 25 hours per month on this activity. Please see the Form ADV of the advisory firm 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. 3. 1/16/2020 - KMG Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 12/01/2019 - 160 Hours Per Month During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 2001-03-08 |
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