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Current Employers
Iht Wealth Management Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2021-07-20
  • IL RA
    APPROVED
    Since 2021-07-20

Branch Locations

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

4711 Golf Rd Suite 705, Skokie, IL 60076 • 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
Merrill Lynch, Pierce, Fenner & Smith Northbrook IL 03/2020 07/2021
Arrive Logistics Chicago IL 07/2018 03/2020
Audi Exchange Highland Park IL 01/2018 07/2018
Ubs Financial Services Northbrook IL 05/2017 01/2018
Lake Forest College Lake Forest IL 08/2014 05/2018
Audi Exchange Highland Park IL 12/2019 02/2020
Abercrombie & Fitch Gurnee IL 12/2015 12/2016
Bank Of America, N.A. Northbrook IL 06/2020 07/2021
Lpl Financial, Llc Skokie IL 07/2021 Present
Iht Wealth Management Llc Chicago IL 07/2021 Present
  • 03/2020 → 07/2021
    Merrill Lynch, Pierce, Fenner & Smith
    Northbrook, IL
  • 07/2018 → 03/2020
    Arrive Logistics
    Chicago, IL
  • 01/2018 → 07/2018
    Audi Exchange
    Highland Park, IL
  • 05/2017 → 01/2018
    Ubs Financial Services
    Northbrook, IL
  • 08/2014 → 05/2018
    Lake Forest College
    Lake Forest, IL
  • 12/2019 → 02/2020
    Audi Exchange
    Highland Park, IL
  • 12/2015 → 12/2016
    Abercrombie & Fitch
    Gurnee, IL
  • 06/2020 → 07/2021
    Bank Of America, N.A.
    Northbrook, IL
  • 07/2021 → Present
    Lpl Financial, Llc
    Skokie, IL
  • 07/2021 → Present
    Chicago, IL
Previous Registrations
Other Businesses

1. 7/19/2021 - KMG Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 8/3/2021 - IHT Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 7/2021 - 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 7/2021. 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. 3. 09/10/2021 - Capitas Financial - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 09/13/2021 - 1 Hour Per Month/0 Hours During Securities Trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-01-05
  • S66 Uniform Combined State Law Examination
    2021-01-05
Other Names
  • Giuseppe Loreto Savino

View on SEC IAPD

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