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123 N. Wacker Dr. Suite 2300, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-02-05 |
| FL | RA | APPROVED | 2021-08-20 |
Branch Locations
1343 Main Street, Suite 402, Sarasota, FL 34236 • 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 |
|---|---|---|---|---|
| Urbandale Comm School District | Urbandale | IA | 06/2010 | 08/2017 |
| Perry Community School District | Perry | IA | 08/2012 | 07/2017 |
| Jenny Smith | W Des Moines | IA | 08/2017 | 02/2018 |
| Principal Securities Inc | W Des Moines | IA | 02/2018 | 07/2021 |
| Principal Life Insurance Company | W Des Moines | IA | 12/2018 | 07/2021 |
| Naviture | West Des Moines | IA | 08/2020 | 07/2021 |
| Lpl Financial Llc | Sarasota | FL | 07/2021 | Present |
| Iht Wealth Management Llc | Chicago | IL | 07/2021 | Present |
1) 8/3/2021 - IHT WEALTH MANAGEMENT - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 9/1/2021 - 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 9/2021. 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. 2) 07/10/2026 - Mueller Wealth - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date: 03/19/2025 - 160 Hrs/Mth - 120 Hrs During Trading. 3) 07/10/2026 - One Resource Group - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 03/19/2025 - 4 Hrs/Mth - 4 Hrs During Trading. 4) 07/10/2026 - Mueller Wealth - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 07/28/2021 - 10 Hrs/Mth - 10 Hrs During Trading. 5) 07/14/2026 - MUELLER WEALTH - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start Date 08/03/2021 - 160 Hrs/Mth - 140 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-15 |
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