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123 N. Wacker Dr. Suite 2300, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-09 |
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