Sally Ann Wolfe

Current Employers

Employment History

• 08/2012 → Present
  Lpl Financial Llc
  St. Petersburg, FL
• 08/2012 → 05/2019
  Independent Financial Partners
  Tampa, FL
• 05/2019 → Present
  Iht Wealth Management Llc
  St. Petersburg, FL

Previous Registrations

• 2012-08-23 → 2019-05-02
  Independent Financial Partners
  Tampa, FL
• 2003-10-10 → 2012-08-09
  Valic Financial Advisors, Inc.
  Boca Raton, FL
  Tampa, FL

Other Businesses

1. 10/4/2012 - WOLFE FINANCIAL SERVICES, INC - Investment Related - Business Entity For Tax/Investment Purposes Only - FOR ACCOUNTING PURPOSES ONLY, NOT HELD OUT TO THE PUBLIC. 2. 11/24/2014 - NO BUSINESS NAME - Investment Related - At Reported Business Location(s) - NON-VARIABLE INSURANCE - START 11/10/2014 - 10 Hours Per Month During Securities Trading - Fixed annuities. 3. 8/20/2015 - NO BUSINESS NAME - Investment Related - Location/Address: At the work sites and residences of Clients. - NON-VARIABLE INSURANCE - START 09/01/2015 - 8 HOURS PER MONTH, 0 DURING SECURITIES TRADING - SELLING MEDICARE SUPPLEMENT PLANS TO MY EXISTING CLIENTS. 4. 5/14/2019 - IHT Wealth Management LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 05/03/2019 - 50 Hours Per Month/50 Hours During Securities Trading - I provide investment advisory services through IHT Wealth Management LLC, an independent investment advisor firm. I started this business activity in 05/2019. I expect to spend approximately 50 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.

Exams

• S63 Uniform Securities Agent State Law Examination
  2010-01-08
• S65 Uniform Investment Adviser Law Examination
  2003-10-06