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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 2022-05-25
  • FL RA
    APPROVED
    Since 2022-05-25

Branch Locations

123 N. Wacker Dr. Suite 2300, Chicago, IL 60606 • United States

Tampa, FL • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Valic Financial Advisors, Inc. Venice FL 05/2015 05/2022
Lpl Financial Tampa FL 05/2022 Present
Iht Wealth Management Llc Tampa FL 05/2022 Present
Previous Registrations
Other Businesses

1- 05/2022 / IHT Wealth Management / DBA for LPL Business (entity for LPL business) / Investment Related / Tampa, FL 2- 06/10/2022 - IHT Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR-Advisor - Start Date - 07 /2022 - 200 Hours Per Month/ 130 Hours During Securities Trading. 3- 06/14/2022 - Ryan DeWitt Financial, LLC - Not Investment Related - Business Entity For Tax/Investment Purposes Only - Start Date - 06/13/2022 - 160 Hours Per Month/ 160 Hours During Securities Trading. 4- 09/09/2022 - DeWitt Wealth Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 09/05/2022 - 0 Hours Per Month/0 Hours During Securities Trading. 5- 10/25/2022 - No Business Name - Investment Related - Non-Variable Insurance - Start Date: 09/12/2022 - 5 Hours Per Month/5 Hours During Securities Trading. 6- 09/20/2024 - 2401 Bayshore Blvd #509 LLC- Real Estate Rental- Owner- Investment Related- Tampa, FL- Start Date 09/01/2024- 2 Hours Per Month/ 0 Hours During Trading 7- 09/20/2024- 3214 W San Miguel LLC- Real Estate Rental- Tampa, FL- Investment Related - Start Date 09/01/2024 - 2 Hours Per Month/ 0 Hours During Trading

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2018-11-02
S65 Uniform Investment Adviser Law Examination 2016-07-23
  • S63 Uniform Securities Agent State Law Examination
    2018-11-02
  • S65 Uniform Investment Adviser Law Examination
    2016-07-23

View on SEC IAPD

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