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123 N. Wacker Dr. Suite 2300, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2018-05-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities Inc | Chicago | IL | 05/2015 | 05/2018 |
| Massachusetts Mutual Life Insurance Company | Springfield | MA | 07/2016 | 05/2018 |
| Mml Investors Services, Llc | Chicago | IL | 03/2017 | 05/2018 |
| Lpl Financial, Llc | Chicago | IL | 05/2018 | Present |
| Iht Wealth Management | Chicago | IL | 05/2018 | Present |
1. 5/8/2018 - IHT Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 05/03/2018 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100%. 2. 5/21/2018 - IHT Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Start Date: 05/03/2018 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through IHT Wealth Management, an independent investment advisor firm. I started this business activity in 05/03/2018. 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 LPL Financial Broker Dealer Registered Representative Since 05/2018 Investment Related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-05-15 |
| S63 | Uniform Securities Agent State Law Examination | 1991-04-01 |
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