Gregory Scott Tong

Current Employers

Employment History

• 08/2007 → Present
  Lpl Financial Llc
  Skokie, IL
• 08/2017 → Present
  Iht Wealth Management, Llc
  Skokie, IL

Previous Registrations

• 2005-11-15 → 2007-09-11
  Lasalle Financial Services, Inc.
  Chicago, IL
  Northbrook, IL

Other Businesses

1. 7/28/2014 - KMG PRIVATE WEALTH MANAGEMENT - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - Started 08/01/2007 - 160 Hours Per Month/8 Hours During Securities Trading. 2. 5/23/2018 - IHT Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 10/02/2017 - 40 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 10/02/2017. I expect to spend approximately 40 hours per month on this activity. Please see the Form ADV of the advisory firm 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. 10/21/2019 - Capitas Financial - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 10/20/2019 - 1 Hour Per Month/0 Hours During Securities Trading. 4. 5/10/2021 - GST Financial - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date: 6/1/2019 - 0 Hours Per Month/0 Hours During Securities Trading. 5. 09/29/2023 - OneDigital - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 08/23/2023 - 12 Hours Per Month/ 4 Hours During Trading

Exams

• S66 Uniform Combined State Law Examination
  2005-11-14