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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 2025-01-01
  • FL RA
    APPROVED
    Since 2025-01-01

Branch Locations

401 E, Jackson Street Suite 3675, Tampa, FL 33602 • United States

123 N. Wacker Dr. Suite 2300, Chicago, IL 60606 • 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
Royal Alliance Tampa FL 05/2019 10/2020
Midflorida Credit Union Lakeland FL 06/2018 05/2019
Boing Jump Center Tampa FL 06/2015 06/2018
Lpl Financial, Llc Tampa FL 10/2020 Present
Iht Wealth Management Llc Tampa FL 10/2020 Present
  • 05/2019 → 10/2020
    Royal Alliance
    Tampa, FL
  • 06/2018 → 05/2019
    Midflorida Credit Union
    Lakeland, FL
  • 06/2015 → 06/2018
    Boing Jump Center
    Tampa, FL
  • 10/2020 → Present
    Lpl Financial, Llc
    Tampa, FL
  • 10/2020 → Present
    Tampa, FL
Other Businesses

1. 12/15/2020 - PROVIDENT WEALTH MANAGEMENT GROUP - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS). 2. 1/8/2021 - IHT Wealth Management LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Licensed Admin. - Started 10/12/2020 - 160 Hours Per Month/130 Hours During Securities Trading - I provide administrative support to IHT Wealth Management LLC, an independent investment advisor firm. I started this business activity in 10/2020. 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. 3. 1/8/2021 - IHT Wealth Management LLC - DBA: (Hybrid) Provident Wealth Management Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Licensed Admin. - Started 10/12/2020 - 0 Hours Per Month. 4. 07/12/2024 - Peeler Financial - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 03/15/2024 - 50 Hours Per Month/ 10 Hours during Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-09-09
  • S66 Uniform Combined State Law Examination
    2021-09-09

View on SEC IAPD

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