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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-14
  • FL RA
    APPROVED
    Since 2025-01-14

Branch Locations

401 East Jackson St Ste 3675, Tampa, FL 33602 • United States

Iht Wealth Management Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-14
  • FL RA
    APPROVED
    Since 2025-01-14

Branch Locations

401 E Jackson St. Suite 3675, Tampa, FL 33602 • 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
Lpl Financial Llc Tampa FL 12/2010 Present
Independent Financial Partners Tampa FL 02/2011 02/2019
Iht Wealth Management Llc Tampa FL 02/2019 Present
Previous Registrations
Other Businesses

1.12/17/2010; Investment products and services are offered through LPL Financial LLC using the DBA/trade name success wealth management; Investment Related; at Reported Business Location(s); Start Date ; hrs/mth; hrs during trading 2.02/28/2019; (Hybrid) IHT Wealth Management, LLC / IHT Wealth Management, LLC; Registered Investment Advisor Hybrid; Investment Related; at Reported Business Location(s); Start Date 02/20/2019; 40hrs/mth; 40hrs during trading; I provide investment advisory services through IHT Wealth Management LLC, an independent investment advisor firm. I started this business activity in 02/20/2019. I expect to spend approximately 40 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. 3.08/01/2019; DALLAS FINANCIAL WHOLESALERS; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 07/09/2019; 1hrs/mth; 1hrs during trading 4.08/06/2021; Benefit Resources, Inc.; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 06/01/2021; 1hrs/mth; 1hrs during trading 5.08/06/2021; MRW Financial, Inc.; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 04/01/2021; 1hrs/mth; 1hrs during trading 6.11/04/2022; none; Real Estate Rental; Investment Related; FL 33615 (this was my primary residence,now; Start Date 10/01/2015; 0hrs/mth; 0hrs during trading 7.07/31/2023; None; Other - PEO Broker (professional employer organiza; Investment Related; My home 12641 Bassbrook Lane. Tampa,FL; Start Date 05/01/2023; 1hrs/mth; 0hrs during trading 8.12/12/2025; Blackbird Vista, LLC; Real Estate Rental; Investment Related; 12641 Bassbrook Lane. Tampa,FL; Start Date 12/01/2025; 5hrs/mth; 0hrs during trading 9.02/02/2026; Logos Insurance Group; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 03/01/2026; 5hrs/mth; 0hrs during trading 10.07/29/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name 401(k) Fiduciary Advisors; Investment Related; at Reported Business Location(s); Start Date 06/03/2026; 5hrs/mth; 0hrs during trading 11.08/19/2026; Genesis Digital Lab Studios; Business Owner; Not Investment Related; Tampa,FL; Start Date 08/11/2026; 12hrs/mth; 0hrs during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-07-02
  • S66 Uniform Combined State Law Examination
    2002-07-02
Designations

View on SEC IAPD

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