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123 N. Wacker Dr. Suite 2300, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2019-03-29 |
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 |
|---|---|---|---|---|
| 1St Global Capital Corp. | Elgin | IL | 01/2007 | 03/2017 |
| Mueller & Co. | Elgin | IL | 01/2007 | Present |
| 1St Global Advisors, Inc. | Elgin | IL | 03/2007 | 03/2017 |
| 1St Global Insurance Services | Elgin | IL | 07/2007 | 03/2017 |
| Lpl Financial, Llc | Elgin | IL | 03/2017 | Present |
| Independent Financial Partners | Elgin | IL | 03/2017 | 03/2019 |
| Iht Wealth Management Llc | Chicago | IL | 03/2019 | Present |
1) 06/24/2026 - Mueller Wealth - investment related -At reported business location(s) - DBA for LPL Business (entity for LPL business) - start date 03/19/2025- 40 Hrs/Mth - 40 Hrs During Trading. 2) 07/01/2026- IHT Wealth Management- Registered Investment Advisor Hybrid- Investment Related- At Reported Business Location(s) - Start Date 04/01/2019- 160 hours per month/ 120 hours during trading- I provide administrative support to IHT Wealth Management LLC, an independent investment advisor firm. I started this business activity in 4/2019. 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-10-31 |
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