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Donna Lee Curtis

Iht Wealth Management LLC

Prescott, AZ

Chicago, IL

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Current Employers
Iht Wealth Management Llc

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2026-04-13
  • AZ RA
    APPROVED
    Since 2026-04-13

Branch Locations

1000 Ainsworth Drive Suite 130, Prescott, AZ 86305 • United States

123 N. Wacker Dr. Suite 2300, Chicago, IL 60606 • 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
Roxie Webb Securities Managment Prescott AZ 02/1993 Present
Roxie Webb Securities Management Prescott AZ 03/2013 Present
Iht Wealth Management Llc Prescott AZ 02/2026 Present
  • 02/1993 → Present
    Roxie Webb Securities Managment
    Prescott, AZ
  • 03/2013 → Present
    Roxie Webb Securities Management
    Prescott, AZ
  • 02/2026 → Present
    Iht Wealth Management Llc
    Prescott, AZ
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-03-26
  • S65 Uniform Investment Adviser Law Examination
    2013-03-26

View on SEC IAPD

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