Frank Acosta

Current Employers

Employment History

• 10/2014 → 12/2019
  Sigma Financial
  Ann Arbor, MI
• 12/2019 → Present
  Lpl Financial, Llc
  San Antonio, TX
• 12/2019 → Present
  Iht Wealth Management Llc
  San Antonio, TX

Previous Registrations

• 2016-01-14 → 2019-12-06
  Spc
  San Antonio, TX
  Ann Arbor, MI
  San Antonio, TX
• 2013-12-18 → 2014-11-05
  Principal Securities, Inc.
  San Antonio, TX
• 2013-08-27 → 2013-10-18
  Usaa Financial Planning Services
  San Antonio, TX
• 2013-04-26 → 2013-08-08
  Lpl Financial Llc
  San Antonio, TX
• 2012-05-16 → 2013-02-21
  Lpl Financial Llc
  San Antonio, TX
• 2011-07-01 → 2012-05-08
  Waddell & Reed
  San Antonio, TX
• 2011-05-02 → 2011-07-05
  Osaic Services, Inc.
  Boerne, TX
• 2008-11-03 → 2011-01-26
  Swbc Investment Company
  San Antonio, TX
• 2008-09-30 → 2008-11-04
  Osaic Services, Inc.
  San Antonio, TX
  Boerne, TX
• 2005-07-29 → 2008-10-01
  Investment Professionals, Inc.
  San Antonio, TX
  Helotes, TX
  Helotes, TX
  San Antonio, TX
  San Antonio, TX
• 2004-12-07 → 2005-08-02
  Ameriprise Financial Services, Llc
  San Antonio, TX
• 2003-09-29 → 2004-12-15
  Ameriprise Advisor Services, Inc.
  San Antonio, TX

Other Businesses

1. 12/06/2019 - ONE RESOURCE GROUP/ NON-VARIABLE INSURANCE/ INVESTMENT RELATED/ 5%/ SAN ANTONIO, TX 2. 12/06/2019 - IHT WEALTH MANAGEMENT/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 5%/ SAN ANTONIO, TX 3. 12/13/2019 - IHT Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 10/10/2019 - 3 Hours Per Month/1 Hour During Securities Trading - Time Spent 5% - I provide investment advisory services through IHT Wealth Management, an independent investment advisor firm. I started this business activity in 10/2019. I expect to spend approximately 3 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. 12/23/2020 - Lincoln National Life Insurance Co. - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent of Record - Started 09/16/2019 - 1 Hour Per Month During Securities Trading. 5. 09/20/2022 - Palo Alto Community College - Not Investment Related - 1400 W. Villaret Blvd San Antonio, Texas 78224 - Outside/W-2 Employment - Adjunct Professor - Start Date - 01/16/2023 - 3 Hours Per Month/3 Hours During Securities Trading

Exams

• S66 Uniform Combined State Law Examination
  2001-05-25
• S63 Uniform Securities Agent State Law Examination
  1998-12-07

Other Names

• Frank Acosta
• Frank Acosta
• Frank Acosta