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123 N. Wacker Dr. Suite 2300, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-05-26 |
| FL | RA | APPROVED | 2024-01-30 |
| IL | RA | APPROVED | 2020-12-21 |
Branch Locations
500 Skokie Blvd. Suite 285, Northbrook, IL 60062 • 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 | Northbrook | IL | 11/2007 | Present |
| Independent Financial Partners | Northbrook | IL | 06/2014 | 02/2019 |
| Sheridan Road Financial, Llc | Northbrook | IL | 07/2018 | 12/2020 |
| Iht Wealth Management | Chicago | IL | 12/2020 | Present |
1. 12/26/2018 - Loyola Academy - Not Investment Related - Coach - Time Spent 20% - Coaching High School Football at Loyola Academy. 2. 6/14/2019 - Sheridan Road Financial, a division of HUB International - DBA: Sheridan Road Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - 160 Hours Per Month. 3. 03/03/2022 - IHT Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date: 01/01/2021 - 120 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 01/2021. I expect to spend approximately 120 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-16 |
| S63 | Uniform Securities Agent State Law Examination | 2004-04-06 |
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