Paul Eugene Ward

Current Employers

Employment History

• 05/2012 → Present
  Lpl Financial Llc
  Overland Park, KS
• 07/2014 → 12/2017
  Nvision Wealth Group, Llc (Formerly: Shadowstone Partners)
  Overland Park, KS
• 10/2017 → Present
  Iht Wealth Management, Llc
  Overland Park, KS

Previous Registrations

• 2014-08-01 → 2017-12-31
  Nvision Wealth Group, Llc
  Overland Park, KS
  Overland Park, KS
• 2012-05-04 → 2014-11-05
  Independent Financial Partners
  Overland Park, KS
  Leawood, KS
• 2006-06-27 → 2012-05-14
  Ameriprise Financial Services, Llc
  Leawood, KS

Other Businesses

1. 8/19/2014: PW WEALTH MANAGEMENT, LLC - Investment Related - At Reported Business Location(s) - BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY - START 08/19/2014 - 20 Hours Per Month During Securities Trading. 2. 2/7/2017: nVision Wealth Partners, LLC - DBA: nVision Wealth - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start 03/01/2017 - 160 Hours Per Month/140 Hours During Securities Trading. 3. 12/20/2017 - IHT Wealth Management LLC - DBA: (Hybrid) nVision Wealth - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - 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. 4. 12/20/2017 - IHT Wealth Management LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - 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. 5. 3/11/2019 - Friends and Family Homes - Investment Related - At Reported Business Location(s) - Mortgage/Real Estate Services - Managing Partner - Start Date: 01/03/2019 - 4 Hours Per Month/4 Hours During Securities Trading - Operations, Marketing/Technology. 6. 3/26/2020 - nVision Risk Management, LLC - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 03/03/2020 - 2 Hours Per Month During Securities Trading. 7. 5/10/2021 - Midland Farms, LLC - Not Investment Related - 20920 Midland Dr Shawnee, KS 66218 - Other-Farm - Owner - Start Date: 1/13/2021 - 1 Hours Per Month/0 Hours During Securities Trading. 8. 08/19/2022 - WOW Human Resource Management LLC - Not Investment Related - 8700 Indian Creek Pkwy Ste 100 Overland Park, KS 66210 - Business Entity For Tax/Investment Purposes Only - Partner - Start Date - 08/10/2022 - 0 Hours Per Month/0 Hours During Securities Trading. 9. 02/24/2026 - nVision Legacy LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Overland Park, KS - Start Date 02/01/2026 - 2 hours per month/ 0 hours during trading

Exams

• S66 Uniform Combined State Law Examination
  2006-06-26