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
IL RA APPROVED 2025-04-08
OK RA APPROVED 2025-04-08
TX RA APPROVED 2025-04-08
  • IL RA
    APPROVED
    Since 2025-04-08
  • OK RA
    APPROVED
    Since 2025-04-08
  • TX RA
    APPROVED
    Since 2025-04-08

Branch Locations

5310 Harvest Hill Rd, #100, Dallas, TX 75230 • United States

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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Standard Retirement Services Plano TX 10/2013 01/2021
Stancorp Investment Advisers, Inc. Plano TX 11/2013 01/2021
Stancorp Equities, Inc. Plano TX 01/2014 01/2021
Plexus Financial Services, Llc Chicago IL 01/2021 Present
Iht Wealth Management Northlake TX 04/2025 Present
Lpl Financial Llc Dallas TX 04/2025 Present
  • 10/2013 → 01/2021
    Standard Retirement Services
    Plano, TX
  • 11/2013 → 01/2021
    Plano, TX
  • 01/2014 → 01/2021
    Stancorp Equities, Inc.
    Plano, TX
  • 01/2021 → Present
    Plexus Financial Services, Llc
    Chicago, IL
  • 04/2025 → Present
    Iht Wealth Management
    Northlake, TX
  • 04/2025 → Present
    Lpl Financial Llc
    Dallas, TX
Previous Registrations
  • 2021-02-22 → 2025-04-09
    Plexus Financial Services, Llc
    Lantana, TX
    Deer Park, IL
    Deer Park, IL
    Northlake, TX
  • 2014-01-17 → 2021-01-06
    Plano, TX
Other Businesses

1)- 04/2025 / Nikki Walton / Mortgage/Real Estate Services / Investment Related / 40 hrs mnth / start 08/01/2006 2) 04/28/2025 - IHT Wealth Management - Investment Related - None - Registered Investment Advisor Hybrid - Start Date:03/01/2025 - 160 Hrs/Mth - 0 Hrs During Trading. I provide investment advisory services through IHT Wealth Management, an independent investment advisor firm. I started this business activity in 04/2025. I expect to spend approximately 160 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
S63 Uniform Securities Agent State Law Examination 2022-06-11
S65 Uniform Investment Adviser Law Examination 2014-01-13
  • S63 Uniform Securities Agent State Law Examination
    2022-06-11
  • S65 Uniform Investment Adviser Law Examination
    2014-01-13
Other Names
  • Nikki Danyel Hurvey
  • Nikki Hurvey-Walton
  • Nikki Walton

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Dallas, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor