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Current Employers
Iht Wealth Management Llc

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

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2025-08-22
  • KS RA
    APPROVED
    Since 2025-08-22

Branch Locations

101 N Main St, El Dorad, KS 67042 • 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
W Investments El Dorado KS 11/2024 Present
Intrust Bank, N.A. Wichita KS 09/2022 11/2024
Ymca Of The Rockies Granby CO 05/2022 08/2022
Intrust Bank, N.A. El Dorado KS 08/2021 05/2022
Red Robin Restaurant Company Wichita KS 03/2021 08/2021
Wichita State University Wichita KS 08/2020 05/2024
Ice Caps Shave Ice Wichita KS 05/2018 08/2020
El Dorado Public Schools Usd 490 El Dorado KS 08/2007 05/2020
Lpl Financial Llc Dorado KS 11/2024 Present
  • 11/2024 → Present
    W Investments
    El Dorado, KS
  • 09/2022 → 11/2024
    Intrust Bank, N.A.
    Wichita, KS
  • 05/2022 → 08/2022
    Ymca Of The Rockies
    Granby, CO
  • 08/2021 → 05/2022
    Intrust Bank, N.A.
    El Dorado, KS
  • 03/2021 → 08/2021
    Red Robin Restaurant Company
    Wichita, KS
  • 08/2020 → 05/2024
    Wichita State University
    Wichita, KS
  • 05/2018 → 08/2020
    Ice Caps Shave Ice
    Wichita, KS
  • 08/2007 → 05/2020
    El Dorado Public Schools Usd 490
    El Dorado, KS
  • 11/2024 → Present
    Lpl Financial Llc
    Dorado, KS
Other Businesses

1) 05/27/2025 - W Investments - DBA for LPL Business (entity for LPL business) - Inv Related - At reported business location (s) Start date: 05/20/2025 - 160 Hrs/Mth - 40 Hrs During Trading. - 100% time spent 2) 06/13/2025 - IHT Wealth Management - Investment Related - Registered Investment Advisor DBA - At Reported Business Location(s) - Start Date:05/20/2025 - 160 Hrs/Mth - 40 Hrs During Trading. 3) 06/13/2025 - IHT Wealth Management LLC - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date:05/20/2025 - 160 Hrs/Mth - 40 Hrs During Trading.I provide administrative support to IHT Wealth Management LLC, an independent investment advisor firm. I started this business activity in 5/2025. 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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-28
  • S66 Uniform Combined State Law Examination
    2025-07-28
Other Names
  • Erica Tipton
  • Erica Martee Tipton
  • Louie Tipton
  • Louie Martee Tipton

View on SEC IAPD

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