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 | 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. | 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 2009-07-23 |
Reach out to this advisor