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Current Employers
Iht Wealth Management Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-03-11
CO RA APPROVED 2021-01-04
  • IL RA
    APPROVED
    Since 2025-03-11
  • CO RA
    APPROVED
    Since 2021-01-04

Branch Locations

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

Longmont, CO • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Boulder CO 06/2006 05/2019
Western Wealth Management Llc Boulder CO 02/2015 07/2018
Independent Financial Partners Boulder CO 12/2017 11/2020
Ifp Securities, Llc Tampa FL 05/2019 11/2020
Iht Wealth Management, Llc Chicago IL 12/2020 Present
Lpl Financial, Llc Longmont CO 01/2021 Present
Previous Registrations
Other Businesses

1. 8/3/2021 - IHT Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 01/04/2021 - 160 Hours Per Month During Securities Trading - I provide investment advisory services through IHT Wealth Management, an independent investment advisor firm. I started this business activity in 1/2021. I expect to spend approximately 160 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. 8/6/2021 - IHT Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/04/2021 - 160 Hours Per Month During Securities Trading. 3. 09/09/2021 - IHT Securities, LLC - Not Investment Related - At Reported Business Location(s) - Outside/W-2 Employment - Independent Contractor - Start Date: 07/21/2021 - 80 Hours Per Month/80 Hours During Securities Trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-12-19
  • S66 Uniform Combined State Law Examination
    2005-12-19
Other Names
  • Lindsey Brooke Kyle

View on SEC IAPD

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