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Felipe Medina

Iht Wealth Management LLC

Phoenix, AZ

Chicago, IL

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Current Employers
Iht Wealth Management Llc

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2018-09-17
  • AZ RA
    APPROVED
    Since 2018-09-17

Branch Locations

Phoenix, AZ • 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
Fidelity Brokerage Services Llc Chandler AZ 01/2013 06/2018
Iht Wealth Management Chicago IL 06/2018 Present
  • 01/2013 → 06/2018
    Fidelity Brokerage Services Llc
    Chandler, AZ
  • 06/2018 → Present
    Iht Wealth Management
    Chicago, IL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-03-02
  • S66 Uniform Combined State Law Examination
    2012-03-02
Designations
Other Names
  • Felipe Juan Medina
  • Felipe Juan Medina

View on SEC IAPD

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