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123 N. Wacker Dr. Suite 2300, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-09-03 |
Branch Locations
123 N. Wacker Dr. Suite 2300, Chicago, IL 60606 • United States
3410 Henderson Blvd Suite 200, Tampa, FL 33609 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Tampa | FL | 02/2013 | 08/2019 |
| Lpl Financial Llc | Tampa | FL | 08/2019 | Present |
| Iht Wealth Management Llc | Chicago | IL | 08/2019 | Present |
1. 8/29/2019 - IHT Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 8/29/2019 - 180 Hours Per Month - Time Spent 100%. 2. 9/4/2019 - IHT Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 8/29/2019 - 180 Hours Per Month/130 Hours During Securities Trading - Time Spent 100% IAR - I provide investment advisory services through IHT Wealth Management, an independent investment advisor firm. I started this business activity in 08/2019. 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. 3. 11/4/2019 - LB Housel Wealth Management - Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Start Date: 10/23/2019 - 0 Hours Per Month. 4. 11/11/2019 - MRW Financial Brokerage - Investment related - At reported business location(s) - Non-Variable Insurance - Start Date: 11/12/2019 - 4 Hours Per Month/0 Hours During Securities Trading. 5. 3/8/2021 - WORK FORCE FINANCIAL, LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 12/14/2020 - 1 Hour Per Month/0 Hours During Securities Trading. 6. 01/17/2025- Pinnacle Insurance- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 01/16/2025- 2 Hours Per Month 7. 04/03/2025 - IHT Wealth Managment LLC - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start Date: 02/24/2025 - 160 Hrs/Mth - 130 Hrs During Trading. 8. 04/13/2026 - ThriveLife 360 - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 04/10/2026 - 2 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-04-23 |
| S63 | Uniform Securities Agent State Law Examination | 2000-03-24 |
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