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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 2026-01-20
  • FL RA
    APPROVED
    Since 2026-01-20

Branch Locations

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

105 S Armenia Ave, Tampa, FL 33609 • 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
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
  • 01/2015 → 01/2022
    Student In Public Education
    Fort Myers, FL
  • 02/2022 → 04/2022
    Panera Bread Llc
    Fort Myers, FL
  • 05/2022 → 06/2022
    South West Florida Enterprise Center
    Fort Myers, FL
  • 07/2022 → 09/2022
    Unemployed
    Fort Myers, FL
  • 10/2022 → 12/2024
    Tailored Brands (The Mens Wearhouse)
    Fort Myers, FL
  • 06/2023 → 08/2023
    Evolution Retirement Services
    Fort Myers, FL
  • 12/2024 → 01/2025
    Ensemble Schools (Fort Myers School Of Music)
    Fort Myers, FL
  • 02/2025 → 04/2025
    Porsche Fort Myers
    Fort Myers, FL
  • 05/2025 → 09/2025
    Unemployed
    Fort Myers, FL
  • 10/2025 → Present
    Lpl Financial Llc
    Tampa, FL
Other Businesses

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

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-09-25
S65 Uniform Investment Adviser Law Examination 2025-07-28
  • S63 Uniform Securities Agent State Law Examination
    2025-09-25
  • S65 Uniform Investment Adviser Law Examination
    2025-07-28
Other Names
  • Caleb Cetina

View on SEC IAPD

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