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123 N. Wacker Dr. Suite 2300, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-20 |
Branch Locations
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 |
|---|---|---|---|---|
| Student In Public Education | Fort Myers | FL | 01/2015 | 01/2022 |
| Panera Bread Llc | Fort Myers | FL | 02/2022 | 04/2022 |
| South West Florida Enterprise Center | Fort Myers | FL | 05/2022 | 06/2022 |
| Unemployed | Fort Myers | FL | 07/2022 | 09/2022 |
| Tailored Brands (The Mens Wearhouse) | Fort Myers | FL | 10/2022 | 12/2024 |
| Evolution Retirement Services | Fort Myers | FL | 06/2023 | 08/2023 |
| Ensemble Schools (Fort Myers School Of Music) | Fort Myers | FL | 12/2024 | 01/2025 |
| Porsche Fort Myers | Fort Myers | FL | 02/2025 | 04/2025 |
| Unemployed | Fort Myers | FL | 05/2025 | 09/2025 |
| Lpl Financial Llc | Tampa | FL | 10/2025 | Present |
1) 10/23/2025 - IHT Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2) 01/21/2026 - Carrera Financial - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/01/2026 - 160 hours per month/ 120 hours during trading 3) 01/23/2026 - IHT Wealth Management - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 10/16/2025 - 160 hours per month/ 40 hours during trading - I provide administrative support to IHT Wealth Management LLC, an independent investment advisor firm. I started this business activity in 10/2025. 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. 4) 01/23/2026 - IHT Wealth Management - Registered Investment Advisor DBA - IAR - Investment Related - At Reported Business Location(s) - Start Date 10/16/2025 - 160 hours per month/ 40 hours during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-09-25 |
| S65 | Uniform Investment Adviser Law Examination | 2025-07-28 |
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