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123 N. Wacker Dr. Suite 2300, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2016-12-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Dawn | MO | 02/2016 | Present |
| Iht Wealth Management Llc | Dawn | MO | 02/2016 | Present |
1. 02/12/2016 - Ireland Farms - Farm - 20% - Dawn, MO 2. 02/12/2016 - IHT Wealth Management - DBA for LPL Business (entity for LPL business) - 0% - Dawn, MO 3. 2/23/2016: IHT Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 3/1/2016 - Time Spent 100% - IAR. 4. 7/21/2017 - Bering AU LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 05/26/2017 - 2 Hours Per Month/1 Hour During Securities Trading. 5. 03/21/2024 - IHT Wealth Management - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 3/1/2016 6. 10/14/2024 - Ireland Financial LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 06/11/2024 - 0 Hours Per Month/ During Trading 7. 11/07/2024 - Ireland Wealth Management, and Financial Planning - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 06/11/2024 - 0 Hours Per Month/ During Trading 8. 12/16/2024 - Ireland Agri Drone LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - home Based - Start Date 06/06/2024 - 10 hours per month/ 0 hours during trading 9. 12/16/2024 - Ireland Land Company LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - home Based - Start Date 06/07/2024 - 10 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-02-10 |
| S63 | Uniform Securities Agent State Law Examination | 1995-03-17 |
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