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123 N. Wacker Dr. Suite 2300, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2017-03-16 |
Branch Locations
4711 Golf Road Suite 705, Skokie, IL 60076 • United States
123 N. Wacker Dr. Suite 2300, Chicago, IL 60606 • United States
10 Resolute Ln Suite 201, Mt. Pleasant, SC 29464 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Northbrook | IL | 01/2010 | 03/2017 |
| Bank Of America, N.A. | Northbrook | IL | 08/2010 | 03/2017 |
| Lpl Financial, Llc | Skokie | IL | 03/2017 | Present |
| Iht Wealth Management, Llc | Skokie | IL | 03/2017 | Present |
1. 3/15/2017 - IHT WEALTH MANAGEMENT - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - Start 03/15/2017 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100%. 2. 3/22/2017 - IHT Wealth Management LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 03/15/2017 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through IHT Wealth Management LLC, an independent investment advisor firm. I started this business activity 03/15/2017. I expect to spend approximately 160 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. 4/21/2017 - Curlee-Cohen LLC - Investment Related - Charlotte, NC & by phone - Real Estate Rental - Started 08/15/1993 - 1 Hour Per Month/0 Hours During Securities Trading. 4. 05/26/2023 - Bridge Benefits Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date 05/24/2023 - 30 Hours Per Month/ 20 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 1993-08-27 |
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