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123 N. Wacker Dr. Suite 2300, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2015-12-22 |
Branch Locations
1 Tower Lane Suite 1700, Oakbrook Terrace, IL 60181 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Oakbrook Terrace | IL | 12/2015 | Present |
| Iht Wealth Management Llc | Chicago | IL | 12/2015 | Present |
1. 12/21/2015: IHT Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - 160 Hours Per Month/40 Hours During Securities Trading - Time Spent 100%. 2. 2/1/2016: IHT Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Time Spent 100% - IAR.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 1980-08-15 |
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