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 | 2022-05-25 |
Branch Locations
123 N. Wacker Dr. Suite 2300, Chicago, IL 60606 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-11-02 |
| S65 | Uniform Investment Adviser Law Examination | 2016-07-23 |
Reach out to this advisor