Best Investors
Account
Sign in
123 N. Wacker Dr. Suite 2300, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2017-10-13 |
Branch Locations
123 N. Wacker Dr. Suite 2300, Chicago, IL 60606 • United States
101 N Main, El Dorado, KS 67042 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | El Dorado | KS | 02/2010 | Present |
| Nvision Wealth Group, Llc (Formerly: Shadowstone Partners) | El Dorado | KS | 07/2014 | 12/2017 |
| Iht Wealth Management, Llc | El Dorado | KS | 10/2017 | Present |
1. 12/20/2017 - IHT Wealth Management LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 09/12/2017 - 160 Hours Per Month During Securities Trading - I provide investment advisory services through IHT Wealth Management LLC, an independent investment advisor firm. I started this business activity in December 2017. I expect to spend approximately 160 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. 2. 6/12/2020 - IHT Wealth Management LLC - DBA: (Hybrid) W Investments - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 05/01/2020 - 160 Hours Per Month During Securities Trading. 3. 10/03/2023 - GEN-X CAPITAL LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Home Based - Start Date 10/01/2023 - 1 Hour Per Month/ 0 Hours During Trading 4. 10/13/2023 - W INVESTMENTS - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 06/12/2020 - 120 Hours Per Month/ 80 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-05-11 |
Reach out to this advisor