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Current Employers
Iht Wealth Management Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2023-07-17
  • NC RA
    APPROVED
    Since 2023-07-17

Branch Locations

17810 Statesville Rd, Suite #322, Cornelius,, NC 28031 • 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
Pruco Securities, Llc. Charlotte NC 02/2017 07/2023
Hendrick Mercedes Benz Northlake Charlotte NC 08/2012 01/2017
Prudential Insurance Company Of America Charlotte NC 03/2017 07/2023
Lpl Financial Llc Cornelius NC 07/2023 Present
Iht Wealth Management Llc Cornelius NC 07/2023 Present
  • 02/2017 → 07/2023
    Charlotte, NC
  • 08/2012 → 01/2017
    Hendrick Mercedes Benz Northlake
    Charlotte, NC
  • 03/2017 → 07/2023
    Prudential Insurance Company Of America
    Charlotte, NC
  • 07/2023 → Present
    Lpl Financial Llc
    Cornelius, NC
  • 07/2023 → Present
    Cornelius, NC
Previous Registrations
Other Businesses

1.07/06/2023; Investment products and services are offered through LPL Financial LLC using the DBA/trade name RB Wealth Partner; Investment Related; at Reported Business Location(s); Start Date 01/01/2022; 160hrs/mth; 9hrs during trading 2.07/06/2023; Investment products and services are offered through LPL Financial LLC using the DBA/trade name IHT Wealth Management; Investment Related; at Reported Business Location(s); Start Date 07/07/2023; 160hrs/mth; 40hrs during trading 3.07/06/2023; RB Wealth, LLC; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 04/15/2023; 160hrs/mth; 9hrs during trading 4.07/11/2023; (Hybrid) IHT Wealth Management, LLC / IHT Wealth Management, LLC; Registered Investment Advisor Hybrid; Investment Related; at Reported Business Location(s); Start Date 07/06/2023; 160hrs/mth; 40hrs during trading; I provide investment advisory services through IHT Wealth Management, LLC, an independent investment advisor firm. I started this business activity in 07/2023. 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. 5.09/20/2023; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Automotive Wealth; Investment Related; at Reported Business Location(s); Start Date 09/08/2023; 40hrs/mth; 40hrs during trading 6.10/10/2024; Ladybird Properties LLC; Real Estate Rental; Investment Related; ; Start Date 04/08/2024; 1hrs/mth; 0hrs during trading 7.07/21/2026; Self; Real Estate Rental; Not Investment Related; Huntersville,NC; Start Date 03/31/2026; 0hrs/mth; 0hrs during trading

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-05-02
S63 Uniform Securities Agent State Law Examination 2017-03-10
  • S65 Uniform Investment Adviser Law Examination
    2017-05-02
  • S63 Uniform Securities Agent State Law Examination
    2017-03-10
Designations
Other Names
  • Robert Buchdahl Bacharach

View on SEC IAPD

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