Best Investors
Account
Sign in
123 N. Wacker Dr. Suite 2300, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-12 |
| IL | RA | APPROVED | 2021-09-08 |
Branch Locations
1415 W 22Nd Street, Suite 610E, Oak Brook, IL 60523 • United States
123 N. Wacker Dr. Suite 2300, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Financial Specialists Llc | Schaumburg | IL | 01/2009 | 06/2021 |
| Lpl Financial | Naperville | IL | 07/2021 | Present |
| Iht Wealth Management Llc | Chicago | IL | 09/2021 | Present |
1) 07/01/2021 - Notary - Other - Mary Mulcrone - State of Illinois - Not Inv rel - Start date: 04/22/1992 2) 9/10/2021 - IHT Wealth Management - DBA: (Hybrid) Mueller Financial Services - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 7/1/2021 - 120 Hours Per Month/30 Hours During Securities Trading - Time Spent 80%. 3) 9/10/2021 - IHT Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 7/1/2021 - 120 Hours Per Month/30 Hours During Securities Trading - Time Spent 80% - I provide investment advisory services through IHT Wealth Management, an independent investment advisor firm. I started this business activity in 07/2021. 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. 4) 03/25/2025 - Mueller Wealth - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date: 03/19/2025 - 160 Hours Per Month/120 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-25 |
| S63 | Uniform Securities Agent State Law Examination | 2000-04-06 |
Reach out to this advisor