Henry K Cho

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2013 → 06/2024
  Prb Wealth Management
  New York, NY
• 09/2020 → 06/2024
  Iht Wealth Management
  New York, NY
• 05/2016 → Present
  Lpl Financial Llc
  New York, NY

Previous Registrations

• 2023-11-29 → 2024-06-17
  Iht Wealth Management Llc
  New York, NY
  Chicago, IL

Other Businesses

1- 07/23/2024 - Professional Wealth Associates - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 06/17/2024 - 160 Hours Per Month/ 40 Hours During Trading 2. 01/27/2025- Lion Street- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 01/27/2025- 10 Hours Per Month- 10 Hours During Trading 3. 07/18/2025 - Other - Notary Commission - Not Inv Rel - At Reported Business Location(s)- Start date 06/20/2025- 1 Hours Per Month- 1 Hours During Trading

Exams

• S66 Uniform Combined State Law Examination
  2023-11-06