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Current Employers
Iht Wealth Management Llc

123 N. Wacker Dr. Suite 2300, Chicago, IL 60606 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2020-01-30
  • KS RA
    APPROVED
    Since 2020-01-30

Branch Locations

123 N. Wacker Dr. Suite 2300, Chicago, IL 60606 • United States

117 S. Main St., El Dorado, KS 67042 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Nationwide Investment Services Corporation Columbus OH 09/2007 06/2018
Lpl Financial Llc El Dorado KS 06/2018 Present
Iht Wealth Management Llc Chicago IL 08/2019 Present
  • 09/2007 → 06/2018
    Nationwide Investment Services Corporation
    Columbus, OH
  • 06/2018 → Present
    Lpl Financial Llc
    El Dorado, KS
  • 08/2019 → Present
    Chicago, IL
Other Businesses

1. 6/7/2018 - Spencer Investment Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 4/13/2018 - 160 Hours Per Month/40 Hours During Securities Trading - Time Spent 100%. 2. 6/13/2018 - IHT Wealth Management LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - ADMIN. - Start Date: 04/13/2018 - 160 Hours Per Month - Time Spent 100% - I provide administrative support to IHT Wealth Management LLC, an independent investment advisor firm. I started this business activity in 04/13/2018. I expect to spend approximately 160 hours per month on this activity. Please see the Form ADV of the advisory firm 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. 3. 7/16/2019 - SWW Advisers - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 07/08/2019 - 0 Hours Per Month. 4. 5/20/2020 - Briny Deep Diving, LLC - Not Investment Related - Adventure Sports, 9121 W Central Ave, Wichita, KS 67212 - Other-Business Owner - Dive Master - Started 01/01/2019 - 2 Hours Per Month/0 Hours During Securities Trading - Scuba Instruction. 5. 9/21/2020 - SW Advisers - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 9/14/2020 - 0 Hours Per Month/0 Hours During Securities Trading. 6. 03/14/2022 - Ryan Weyrauch and Nola Weyrauch LLC - Investment Related - Englewood, FL 34223 - Real Estate Rental - Start Date: 12/01/2021 - 0 Hours Per Month/0 Hours During Securities Trading. 7. 03/31/2022 - IHT Wealth Management, LLC - DBA: Retirement Planning for Life LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date - 03/21/2022 - 40 Hours Per Month/40 Hours During Securities Trading.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-08-08
S63 Uniform Securities Agent State Law Examination 2006-07-21
  • S65 Uniform Investment Adviser Law Examination
    2019-08-08
  • S63 Uniform Securities Agent State Law Examination
    2006-07-21

View on SEC IAPD

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