Best Investors Account Sign in
Current Employers
Iht Wealth Management Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2024-05-02
NY RA APPROVED 2021-02-23
  • NJ RA
    APPROVED
    Since 2024-05-02
  • NY RA
    APPROVED
    Since 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

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
Prb Wealth Management New York NY 11/2013 Present
Lpl Financial Llc New York NY 04/2016 Present
Private Advisor Group, Llc New York NY 05/2016 10/2020
Iht Wealth Management New York NY 09/2020 Present
  • 11/2013 → Present
    Prb Wealth Management
    New York, NY
  • 04/2016 → Present
    Lpl Financial Llc
    New York, NY
  • 05/2016 → 10/2020
    New York, NY
  • 09/2020 → Present
    Iht Wealth Management
    New York, NY
Previous Registrations
Other Businesses

1. 5/5/2016 - PRB Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 11/01/2013 - 50 Hours Per Month/7 Hours During Securities Trading - Time Spent 100%. 2. 5/5/2016 - PRB Wealth Management - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 11/01/2013 - 40 Hours Per Month - Time Spent 10% - Life Insurance, Disability, LTC. 3. 9/4/2020 - IHT Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 09/01/2020 - 40 Hours Per Month/4 Hours 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. LPL Financial Broker Dealer Registered Rep Since 04/2016 Investment Related

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-08-24
  • S66 Uniform Combined State Law Examination
    2002-08-24

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Chicago, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor