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123 N. Wacker Dr. Suite 2300, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-03 |
Branch Locations
105 South Armenia Ave., Tampa, FL 33609 • United States
123 N. Wacker Dr. Suite 2300, Chicago, IL 60606 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Tampa | FL | 07/2015 | Present |
| Carrera Financial | Tampa | FL | 08/2015 | 05/2019 |
| Independent Financial Partners | Tampa | FL | 01/2016 | 05/2019 |
| Wealthcare Advisory Partners, Llc Dba Carrera Financial | Tampa | FL | 05/2019 | 02/2020 |
| Iht Wealth Management Llc | Tampa | FL | 02/2020 | Present |
1. 7/9/2015 - ALEGNA ARMENIA ENTERPRISES - Investment Related - 105 S. ARMENIA AVE TAMPA FL - REAL ESTATE RENTAL - START 4/1/2011 - 1 HOUR PER MONTH - Time Spent 1% - ENTITY THAT HOLDS HIS OFFICE BUILDING. 2. 7/9/2015 - CARRERA AIR - Not Investment Related - Home Based - BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY - OWNER AND PILOT - START 03/31/2013 - 3 Hours Per Month/0 Hours During Securities Trading - Time Spent 3% TIME SPENT - Entity that holds airplane. 3. 7/9/2015 - Levin Financial - Investment Related - 4830 W Kennedy Blvd #800, Tampa, FL 33609 - Non-Variable Insurance - Started 10/15/2015 - Time Spent 1% - Soliciting fixed annuities and life insurance. 4. 8/17/2015 - CARRERA FINANCIAL - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 04/01/2010 - 1 Hour Per Month/0 Hours During Securities Trading - Time Spent 1%. 5. 8/4/2016 - Carrera Financial - Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Started 01/01/2008 - 5 Hours Per Month During Securities Trading. 6. 2/24/2020 - IHT Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 02/03/2020 - 80 Hours Per Month/5 Hours During Securities Trading - I provide investment advisory services through IHT Wealth Management, an independent investment advisor firm. I started this business activity in 02/2020. I expect to spend approximately 80 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. 7. 2/7/2022 - 2401 Bayshore Blvd. #1001, LLC - Investment Related - 2401 Bayshore Blvd. #1001 - Real Estate Rental - Owner - Started 03/22/2021 - 2 Hours Per Month/0 Hours During Securities Trading. 8. 2/7/2022 - 1804 W. El Paso, LLC - Investment Related - 1804 W. El Paso Dr. - Real Estate Rental - Owner - Started 03/22/2021 - 2 Hours Per Month/0 Hours During Securities Trading. 9. 2/7/2022 - 3108 N. Rome Ave., LLC - Investment Related - 3108 N. Rome Ave. - Real Estate Rental - Owner - Started 08/18/2021 - 2 Hours Per Month/0 Hours During Securities Trading. 10. 2/8/2022 - 8470 W. Gulf Blvd. #404, LLC - Investment Related - 8470 W. Gulf Blvd. #404, Treasure Island, FL 33706 - Real Estate Rental - Owner - Started 08/18/2021 - 2 Hours Per Month/1 Hour During Securities Trading 11. 05/25/2023 - Execujet - Not Investment Related - Tampa, FL - Outside/W-2 Employment - Pilot - Start Date 06/20/2023 - 15 Hours Per Month/5 Hours During Securites Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-07-13 |
| S63 | Uniform Securities Agent State Law Examination | 1997-05-29 |
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