Best Investors
Account
Sign in
123 N. Wacker Dr. Suite 2300, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-02-04 |
Branch Locations
123 N. Wacker Dr. Suite 2300, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors, Inc. | Venice | FL | 07/2001 | 10/2018 |
| Lpl Financial, Llc | Sarasota | FL | 01/2019 | Present |
| Iht Wealth Management Llc | Sarasota | FL | 01/2019 | Present |
1. 01/24/2019 - IHT Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/17/2019 - 15 Hours Per Month/1 Hour During Securities Trading. 2. 01/29/2019 - IHT Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 01/14/2019 - 15 Hours Per Month - Time Spent 60% - I provide investment advisory services through IHT Wealth Management, an independent investment advisor firm. I started this business activity in 01/14/2019. I expect to spend approximately 15 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. 05/12/2022 - No Business Name - Investment Related - Miami, Fl 33186 - Real Estate Rental - Start Date - 04/04/2022 - 0 Hours Per Month/ 0 Hours During Securities Trading 4. 08/15/2022- David G. DeWitt Financial LLC- Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only- Start Date- 07/29/2022- 40 Hours Per Month/ 25 Hours During Securities Trading 5. 10/06/2022 - DeWitt Wealth Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 09/13/2022 - 0 Hours Per Month/0 Hours During Securities Trading 6. 11/04/2022 - No Business Name - Investment Related - Orlando, Fl 32822 - Real Estate Rental - Start Date 10/07/2022 - 0 Hours Per Month/0 Hours During Securities Trading 7. 09/11/2023: No business name; Sarasota, FL (back house); Real Estate Rental; Inv. related; start date 1/2/2023; 0hrs/mo; 0hrs during trading. 8. 08/25/2025 - Real Estate Rental - Investment Related - Banner Elk, NC - Start Date 05/17/2025 - 2 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-05-22 |
Reach out to this advisor