Waldo Julio Zayas

Current Employers

Employment History

• 07/2012 → Present
  Lpl Financial Llc
  Tampa, FL
• 07/2012 → 12/2018
  Independent Financial Partners
  Tampa, FL
• 12/2018 → Present
  Iht Wealth Management Llc
  Tampa, FL

Previous Registrations

• 2012-07-20 → 2019-01-24
  Independent Financial Partners
  Tampa, FL
• 2007-09-18 → 2012-07-19
  Valic Financial Advisors, Inc.
  Boca Raton, FL
• 2003-11-10 → 2004-12-17
  Signator Investors, Inc.
  Miami, FL

Other Businesses

1. 7/26/2012 - Zayas Financial, Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 2/27/2019 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 02/26/2019 - 5 Hours Per Month/0 Hours During Securities Trading - Offering Fixed annuities through various insurance carriers. 3. 3/6/2019 - IHT Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 01/23/2019 - 160 Hours Per Month/7 Hours During Securities Trading - I provide investment advisory services through IHT Wealth Management, an independent investment advisor firm. I started this business activity in 01/23/2019. I expect to spend approximately 160 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. 4. 3/25/2021 - DWF Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 03/16/2021 - 160 Hours Per Month/8 Hours During Securities Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-09-13
• S63 Uniform Securities Agent State Law Examination
  2003-09-30

Other Names

• Waldo Julio Zayas
• Waldo Julio Zayar