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123 N. Wacker Dr. Suite 2300, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2021-10-21 |
Branch Locations
430 Stover Street, Fort Collins, CO 80524 • 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 |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 03/2012 | 10/2021 |
| Iht Wealth Management Llc | Chicago | IL | 10/2021 | Present |
1) LPG Financial, LLC. DBA. He uses this name for business done through Cantella. Start Date: 10/21/21. Hours per month devoted to this business: 8 Hours per month devoted to this business during trading hours: 4 2) IHT Wealth Management. RIA. He engages in financial planning, advising and investment advice through the RIA. Start Date: 10/21/21. Hours per month devoted to this business: 120 Hours per month devoted to this business during trading hours: 100 3)Non-Securities Insurance. Selling/servicing non-securities insurance products and/or fixed annuities through various carriers. Start Date: 10/21/21. Hours per month devoted to this business: 8 Hours per month devoted to this business during trading hours: 4 4) Owner of a Rental Property. Receive rental income and manage property. Start Date: 10/21/21. Hours per month devoted to this business: 8 Hours per month devoted to this business during trading hours: 4
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-05-01 |
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