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123 N. Wacker Dr. Suite 2300, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-04-16 |
| NY | RA | APPROVED | 2021-03-19 |
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
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Prb Wealth Management | New York | NY | 11/2013 | 10/2020 |
| 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 | 10/2020 | Present |
1. 5/5/2016 - PRB Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - 40 Hours Per Month/8 Hours During Securities Trading. 2. 5/5/2016 - PRB Wealth Management - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - 10 Hours Per Month/2 Hours During Securities Trading - Time Spent 10% - Life insurance, disability, LTC, and health. 3. 9/4/2020 - IHT Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 09/01/2020 - 50 Hours Per Month/40 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 50 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. 4. 6/3/2021 - IHT Wealth Management - DBA: (Hybrid) Bridge Benefit Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 10/08/2020 - 10 Hours Per Month During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-01-08 |
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