Best Investors Account Sign in
Current Employers
Iht Wealth Management Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-05-26
FL RA APPROVED 2024-01-30
IL RA APPROVED 2020-12-21
  • TX RA
    APPROVED_RES
    Since 2026-05-26
  • FL RA
    APPROVED
    Since 2024-01-30
  • IL RA
    APPROVED
    Since 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

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 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
  • 11/2007 → Present
    Lpl Financial Llc
    Northbrook, IL
  • 06/2014 → 02/2019
    Northbrook, IL
  • 07/2018 → 12/2020
    Sheridan Road Financial, Llc
    Northbrook, IL
  • 12/2020 → Present
    Iht Wealth Management
    Chicago, IL
Previous Registrations
  • 2018-09-14 → 2020-12-31
    Sheridan Road Advisors, Llc, A Hub International Company
    Northbrook, IL
  • 2014-06-02 → 2018-12-31
    Northbrook, IL
    Northbrook, IL
  • 2007-01-29 → 2007-10-25
    Chicago, IL
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-01-16
S63 Uniform Securities Agent State Law Examination 2004-04-06
  • S66 Uniform Combined State Law Examination
    2007-01-16
  • S63 Uniform Securities Agent State Law Examination
    2004-04-06

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Northbrook, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor