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Current Employers
Iht Wealth Management Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-12-03
  • IL RA
    APPROVED
    Since 2024-12-03

Branch Locations

940 S. Frontage Road, Suite 1400, Woodridge, IL 60517 • United States

123 N. Wacker Dr. Suite 2300, Chicago, IL 60606 • 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
Edward Jones Lisle IL 08/2016 12/2024
Lpl Financial Llc Woodridge IL 12/2024 Present
  • 08/2016 → 12/2024
    Lisle, IL
  • 12/2024 → Present
    Lpl Financial Llc
    Woodridge, IL
Previous Registrations
  • 2016-10-20 → 2024-12-03
    Lisle, IL
    St Louis, MO
    Lemont, IL
    Lemont, IL
Other Businesses

1) 12/02/2024 - IHT Wealth Management / DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) 2) 12/02/2024 - CMD Wealth Partners / DBA for LPL Business (entity for LPL business) / Investment related / Woodridge, IL 60517 / Start date 07/17/2024 - 160 Hrs per month -100% Time Spent 3) 12/02/2024 - IHT Wealth Management - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 07/29/2024 - 160 hours per month/ 40 hours during trading - I provide investment advisory services through IHT Wealth Management, LLC, an independent investment advisor firm. I started this business activity in 7/2024. I expect to spend approximately 160 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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-08-29
S63 Uniform Securities Agent State Law Examination 2002-06-11
  • S66 Uniform Combined State Law Examination
    2016-08-29
  • S63 Uniform Securities Agent State Law Examination
    2002-06-11
Designations
Other Names
  • Christopher Matthew Deacy

View on SEC IAPD

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