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123 N. Wacker Dr. Suite 2300, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2020-11-24 |
Branch Locations
1415 W 22Nd Street, Suite 610E, Il, Oak Brook, IL 60523 • United States
123 N. Wacker Dr. Suite 2300, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Missouri - Columbia | Columbia | MO | 08/2013 | 05/2017 |
| Lpl Financial, Llc | Chicago | IL | 01/2018 | 02/2020 |
| Unemployed | Gurnee | IL | 06/2017 | 12/2017 |
| Pga Tour Superstore | Downers Grove | IL | 05/2020 | 10/2020 |
| Lpl Financial, Llc | Chicago | IL | 11/2020 | Present |
| Iht Wealth Management | Chicago | IL | 11/2020 | Present |
1. 11/2/2020 - MUELLER FINANCIAL SERVICES - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS). 2. 12/9/2020 - IHT WEALTH MANAGEMENT - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 03/15/2019 - 160 Hours Per Month/130 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 03/2019. 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. 3. 12/9/2020 - IHT WEALTH MANAGEMENT - DBA: (Hybrid) Mueller Financial Services, Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 04/18/2016 - 160 Hours Per Month/130 Hours During Securities Trading - Time Spent 100%. 4. 10/31/2023 - Fixed Insurance Business - Non-Variable Insurance - Insurance Agent - Investment Related - At Reported Business Location(s) - Start Date 10/10/2023 - 8 Hours Per Month/ During Trading 5 .03/27/2025 - Mueller Wealth - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date : 03/19/2025 - 160 Hrs/Mth - 120 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-21 |
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