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Current Employers
Iht Wealth Management Llc

123 N. Wacker Dr. Suite 2300, Chicago, IL 60606 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2019-09-03
  • FL RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 02/2013 → 08/2019
    Ameriprise Financial Services, Inc.
    Tampa, FL
  • 08/2019 → Present
    Lpl Financial Llc
    Tampa, FL
  • 08/2019 → Present
    Chicago, IL
Previous Registrations
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-04-23
S63 Uniform Securities Agent State Law Examination 2000-03-24
  • S66 Uniform Combined State Law Examination
    2008-04-23
  • S63 Uniform Securities Agent State Law Examination
    2000-03-24
Other Names
  • Brian Housel

View on SEC IAPD

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