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123 N. Wacker Dr. Suite 2300, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-01-30 |
Branch Locations
123 N. Wacker Dr. Suite 2300, Chicago, IL 60606 • United States
401 E Jackson St. Suite 3675, Tampa, FL 33602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Tampa | FL | 07/2012 | Present |
| Independent Financial Partners | Tampa | FL | 07/2012 | 01/2019 |
| Iht Wealth Management | Clearwater | FL | 01/2019 | Present |
1. 08/14/2012 - ANTONIADIS FINANCIAL - Business Entity For Tax/Investment Purposes Only- NOT INV REL-AT REPORTED BUSINESS LOCATION(S) - FOR TAX PURPOSES ONLY. - TIME SPENT 1%. 2. 2/1/2019 - IHT Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/11/2019 - 40 Hours Per Month/30 Hours During Securities Trading - I provide investment advisory services through IHT Wealth Management, an independent investment advisor firm. I started this business activity in 01/2019. 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. 3. 2/26/2019 - IHT Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 01/11/2019 - 160 Hours Per Month/8 Hours During Securities Trading - I provide investment advisory services through IHT Wealth Management, an independent investment advisor firm. I started this business activity in 01/11/2019. I expect to spend approximately 160 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. 4. 5/13/2019 - Dallas Financial & United Healthcare - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 10/08/2013 - 2 Hours Per Month/0 Hours During Securities Trading - Selling Fixed Annuities and Medicare Supplement Health Plans. 5. 09/29/2022 - No Business Name - Investment Related - Setubal, Portugal. - Real Estate Rental - Start Date - 10/25/2022 - 0 Hours Per Month/0 Hours During Securities Trading 6. 03/05/2024 - Real Estate Rental - Setubal, Portugal - Investment Related - Start Date 12/01/2023 - 1 Hour Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-12-01 |
| S63 | Uniform Securities Agent State Law Examination | 1999-11-11 |
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