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123 N. Wacker Dr. Suite 2300, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-01-09 |
Branch Locations
16540 Pointe Village Dr., Ste 201, Lutz, FL 33558 • United States
123 N. Wacker Dr. Suite 2300, Chicago, IL 60606 • United States
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 |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-08-03 |
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