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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 2026-03-12
IL RA APPROVED 2019-03-29
  • FL RA
    APPROVED
    Since 2026-03-12
  • IL RA
    APPROVED
    Since 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

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
1St Global Capital Corp. Chicago IL 03/2016 03/2017
1St Global Advisors, Inc. Chicago IL 03/2016 03/2017
1St Global Insurance Services, Inc. Chicago IL 08/2016 03/2017
Lpl Financial Llc Chicago IL 03/2017 Present
Independent Financial Partners Chicago IL 03/2017 03/2019
Iht Wealth Management Llc Chicago IL 03/2019 Present
  • 03/2016 → 03/2017
    1St Global Capital Corp.
    Chicago, IL
  • 03/2016 → 03/2017
    1St Global Advisors, Inc.
    Chicago, IL
  • 08/2016 → 03/2017
    1St Global Insurance Services, Inc.
    Chicago, IL
  • 03/2017 → Present
    Lpl Financial Llc
    Chicago, IL
  • 03/2017 → 03/2019
    Chicago, IL
  • 03/2019 → Present
    Chicago, IL
Previous Registrations
  • 2017-03-30 → 2019-03-29
    Chicago, IL
  • 2016-06-30 → 2017-03-30
    1St Global Advisors Inc
    Chicago, IL
  • 2016-08-05 → 2017-03-28
    Mueller Financial Services, Inc.
    Chicago, IL
    Elgin, IL
Other Businesses

1) 4/26/2019 - IHT Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 04/01/2019 - 10 Hours Per Month/2 Hours During Securities Trading - I provide investment advisory services through IHT Wealth Management, an independent investment advisor firm. I started this business activity in 04/2019. I expect to spend approximately 10 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. 2. 03/25/2025 - Mueller Wealth - DBA for LPL Business (entity for LPL business) - Investment related - At Reported Business Location(s) - Start Date: 04/01/2025 - 160 Hours Per Month/8 Hours During Securities Trading 3) 06/25/2025 - MUELLER WEALTH - Registered Investment Advisor DBA - Investment related - At Reported Business Location(s) - Start Date: 04/04/2025 - 40 Hrs/Mth - 30 Hrs During Trading. 4) 07/09/2025 - MUELLER WEALTH - Investment Related- Non-Variable Insurance - At Reported Business Location(s) - Start Date: 05/01/2025 - 10 Hrs/Mth - 5 Hrs During Trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-06-30
S63 Uniform Securities Agent State Law Examination 2009-07-23
  • S66 Uniform Combined State Law Examination
    2016-06-30
  • S63 Uniform Securities Agent State Law Examination
    2009-07-23
Designations

View on SEC IAPD

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