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123 N. Wacker Dr. Suite 2300, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-07-02 |
| NY | RA | APPROVED | 2021-02-23 |
Branch Locations
123 N. Wacker Dr. Suite 2300, Chicago, IL 60606 • United States
331 Newman Springs Road, Suite 132,, Red Bank, NJ 07701 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Harary Financial Group | New York | NY | 10/2013 | Present |
| Prb Wealth Management | New York | NY | 10/2013 | 10/2020 |
| Lpl Financial Llc | New York | NY | 04/2016 | Present |
| Private Advisor Group, Llc | New York | NY | 05/2016 | 10/2020 |
| Iht Wealth Management | Chicago | IL | 10/2020 | Present |
1. 5/5/2016 - Harary Financial Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Owner - Time Spent 50%. 2. 5/5/2016 - PRB Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 5/5/16 - 40 Hours Per Month - Time Spent 30%. 3. 5/5/2016 - PRB Wealth Management - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - - Time Spent 70% - Life, disability, long term care. 4. 9/8/2020 - IHT Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 09/01/2020 - 40 Hours Per Month During Securities Trading - I provide investment advisory services through IHT Wealth Management, an independent investment advisor firm. I started this business activity in 09/2020. I expect to spend approximately 40 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-03-26 |
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