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Iht Wealth Management LLC CRD 171481
$9.80B regulatory AUM 326 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
123 N. Wacker Dr. Suite 2300, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-21 |
Branch Locations
123 N. Wacker Dr. Suite 2300, Chicago, IL 60606 • United States
3298 Summit Blvd, Bldg 22 Suite C-2, Pensacola, FL 32503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Iht Wealth Management Llc | Pennsacola | FL | 08/2020 | Present |
| Lpl Financial, Llc | Pennsacola | FL | 01/2005 | Present |
1. 11/29/2004 - E.A. COMMINS AND ASSOCIATES - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 1/14/2005 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - SELL LIFE, HEALTH & FIXED ANNUITIES. 3. 9/3/2015 - First Protective Insurance Co. - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 08/25/2015 - 4 Hours Per Month/2 Hours During Securities Trading - Sell insurance non-securities products : life, long term care, linked benefits, & fixed annuities. 4. 10/1/2020 - IHT WEALTH MANAGEMENT - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 08/31/2020 - 40 Hours Per Month During Securities Trading - I provide investment advisory services through IHT WEALTH MANAGEMENT, an independent investment advisor firm. I started this business activity in 08/2020. I expect to spend approximately 40 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 |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-29 |
| S63 | Uniform Securities Agent State Law Examination | 1986-06-19 |
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