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Inactive

Perry Wayne Nafziger

Iht Wealth Management LLC

Lutz, FL

Chicago, IL

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Current Employers
Iht Wealth Management Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2019-01-09
  • FL RA
    APPROVED
    Since 2019-01-09

Branch Locations

16540 Pointe Village Dr., Ste 201, Lutz, FL 33558 • United States

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

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Odessa FL 04/2006 11/2022
Independent Financial Partners Land O Lakes FL 04/2012 12/2018
Iht Wealth Management Llc Lutz FL 12/2018 Present
Previous Registrations
  • 2010-07-23 → 2018-12-20
    Tampa, FL
  • 2006-04-26 → 2011-04-28
    New Port Richey, FL
    New Port Richey, FL
    Tampa, FL
    Lutz, FL
    Land O Lakes, FL
    Frankfort, IL
  • 2005-08-15 → 2006-04-21
    Kovack Securities Inc.
    New Port Richey, FL
Other Businesses

1. 10/12/2018 - Perry FG Tax - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Started 02/09/2009 - 10 Hours Per Month/0 Hours During Securities Trading - Tax preparation, accounting services, payroll services. 2. 10/12/2018 - Equity Wealth Management - Investment Related - At Reported Business Location(s) - Insurance Agency - Started 08/14/2006 - 10 Hours Per Month/2 Hours During Securities Trading - Sell insurance products to individuals and businesses. 3. 1/17/2019 - IHT Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 12/20/2018 - 130 Hours Per Month/6 Hours During Securities Trading - I provide investment advisory services through IHT Wealth Management, an independent investment advisor firm. I started this business activity in 12/20/2018. I expect to spend approximately 130 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. 3/14/2019 - IHT Wealth Management - DBA: (Hybrid) Equity Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 02/26/2019 - 170 Hours Per Month/6 Hours During Securities Trading - I provide investment advisory services through IHT Wealth Management, an independent investment advisor firm. I started this business activity in 02/26/2019. I expect to spend approximately 170 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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-08-03
  • S66 Uniform Combined State Law Examination
    2005-08-03
Other Names
  • Perry Wayne Runyon

View on SEC IAPD

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