Denzil Dias

Employer firm

Iht Wealth Management LLC CRD 171481

$9.80B regulatory AUM 326 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

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

Previous Registrations

• 2016-05-24 → 2020-10-14
  Private Advisor Group, Llc
  New York, NY
  Morristown, NJ

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

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