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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 2025-01-01
  • FL RA
    APPROVED
    Since 2025-01-01

Branch Locations

401 E. Jackson Street Suite 3675, Tampa, FL 33602 • 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 Tampa FL 02/2010 Present
Independent Financial Partners Tampa FL 03/2010 12/2018
Iht Wealth Management Llc Tampa FL 12/2018 Present
Previous Registrations
Other Businesses

1) 05/23/2013: Provident Wealth Management Group or PWMG II - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - 5% Time Spent - I market and potentially sell fixed insurance products. I market to prospects/clients under my DBA name (Provident Wealth Management Group), and the companies pay my corporation name (PWMG II). 2) 06/11/2014: Provident Wealth Management Group - DBA for LPL Business (entity for LPL business) - Investment Related - 3030 N. Rocky Point Dr, W, Suite 700, Tampa, FL 33607 - Start 02/26/2010 - 5 Hr/Mo; 1 Hour(s) During Securities Trading - We are running all business through LPL, but we are representing ourselves as Provident Wealth Management Group. 3) 10/21/2016: PWMG II, Inc - Business Entity For Tax/Investment Purposes Only - Investment Related - 3030 N Rocky Point Dr W, Suite 700, Tampa, FL 33607 - Start 02/28/2010 - 1 Hr/Mo; 0 Hour(s) During Securities Trading - Fees/Commissions from LPL/IFP Business. 4) 2/12/2019 - IHT Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 12/21/2018 - 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 12/21/2019. 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. 5) 4/26/2019 - IHT Wealth Management - DBA: (Hybrid) Provident Wealth Management Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 12/21/2018 - 130 Hours Per Month During Securities Trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-05-25
  • S66 Uniform Combined State Law Examination
    2004-05-25
Designations

View on SEC IAPD

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