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123 N. Wacker Dr. Suite 2300, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2023-02-22 |
Branch Locations
123 N. Wacker Dr. Suite 2300, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Mendota Heights | MN | 01/2012 | Present |
| Private Advisor Group, Llc | Mendota Heights | MN | 10/2012 | 02/2023 |
| Iht Wealth Managemetn | Chicago | IL | 02/2023 | Present |
1. 9/8/2015: Prairie Anthem - Not Investment Related - Home Based - Musician - Start 10/01/2015 - 10 Hours Per Month/0 Hours During Securities Trading. 2. 11/21/2016: James H. Borg Agency, LLC - Investment Related - Home Based - Insurance Agency - Started 11/01/2005 - 20 Hours Per Month During Securities Trading. 3. 11/21/2016: Shared Financial Resources - Investment Related - Home Based - Tax Prep/Accounting/CPA - Started 01/01/1997 - 12 Hours Per Month/6 Hours During Securities Trading. 4. 11/29/2016 - Prairie Anthem - Not Investment Related - Home Based - Other-Musician - Start 1/1/2017 - 10 Hours Per Month/0 Hours During Securities Trading - Prairie Anthem-musical group. 5. 04/13/2022 - Music People Workshop - Not Investment Related - Home Based - Other - music production group - Write, record and produce music - Start Date - 05/01/2022 - 10 Hours Per Month/ 0 Hours During Securities Trading. 6. 2/22/2023 - IHT Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - IAR - Start Date - 02/10/2023 - 90 Hours Per Month/90 Hours During Securities Trading - I provide investment advisory services through IHT Wealth Management, an independent investment advisor firm. I started this business activity in 2/2023. I expect to spend approximately 90 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-07-24 |
| S63 | Uniform Securities Agent State Law Examination | 2006-03-08 |
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