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123 N. Wacker Dr. Suite 2300, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2024-10-02 |
Branch Locations
123 N. Wacker Dr. Suite 2300, Chicago, IL 60606 • United States
1213 Hylton Heights Road Suite 109, Manhattan, KS 66502 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Manhanttan | KS | 05/2012 | Present |
| V Wealth Management, Llc | Manhattan | KS | 06/2013 | 12/2023 |
| Wcg Wealth Advisors, Llc | Manhattan | KS | 07/2023 | 06/2026 |
| Iht Wealth Management | Chicago | IL | 10/2024 | Present |
1) 04/25/2012 - V Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) 2) 07/26/2023 - V Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 07/14/2023 - 160 hours per month/ during trading 3) 07/28/2023 - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 7/14/23 - 160 Hours Per Month/ During Trading 4) 10/31/2023 - Konza Wealth Advisors / IHT Wealth Management - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start Date 12/01/2023 - 160 Hours Per Month/ 40 hours During Trading - I provide investment advisory services through WCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in 10/2023. 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. 5) 11/13/2023 - Konza Wealth Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 12/01/2023 - 160 Hours Per Month/ 7 Hours During Trading 6) 06/16/2026 - IHT Wealth Management - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start Date 10/01/2024 - 80 hours per month/ during trading - I provide investment advisory services through IHT Wealth Management, LLC, an independent investment advisor firm. I started this business activity in 10/2024. 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-26 |
| S63 | Uniform Securities Agent State Law Examination | 2006-03-31 |
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