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 | 2022-01-20 |
Branch Locations
3410 Henderson Blvd. Suite 200, Tampa, FL 33609 • 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 | 09/2018 | 01/2022 |
| Nitor Solutions | Clemmons | NC | 10/2017 | 05/2018 |
| Great Lakes Case & Cabinet Company, Inc | Edinboro | PA | 04/2014 | 05/2017 |
| Unemployed | Tampa | FL | 06/2017 | 09/2017 |
| Unemployed | Tampa | FL | 06/2018 | 09/2018 |
| Lpl Financial Llc | Tampa | FL | 01/2022 | Present |
| Iht Wealth Management, Llc | Tampa | FL | 01/2022 | Present |
1)01/13/2022 - IHT Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)01/28/2022 - IHT Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 01/2022 - 120 Hours Per Month/120 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through IHT Wealth Management, an independent investment advisor firm. I started this business activity in 1/2022. I expect to spend approximately 120 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-01 |
Reach out to this advisor