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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 2026-02-19
  • IL RA
    APPROVED
    Since 2026-02-19

Branch Locations

1415 W. 22Nd Street, Suite 610E, Oak Brook, IL 60523 • 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
Mueller Financial Services Chicago IL 07/2023 Present
Pkf Mueller Chicago IL 01/2022 07/2023
Pkf Mueller Chicago IL 01/2020 01/2022
Texas State University San Marcos TX 08/2016 01/2020
Lpl Financial Llc Illinois MI 07/2023 Present
  • 07/2023 → Present
    Mueller Financial Services
    Chicago, IL
  • 01/2022 → 07/2023
    Pkf Mueller
    Chicago, IL
  • 01/2020 → 01/2022
    Pkf Mueller
    Chicago, IL
  • 08/2016 → 01/2020
    Texas State University
    San Marcos, TX
  • 07/2023 → Present
    Lpl Financial Llc
    Illinois, MI
Other Businesses

1)11/10/2023 - MUELLER FINANCIAL SERVICES - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start Date:07/03/2023 - 160 Hrs/Mth - 40 Hrs During Trading. 2) 03/25/2025 - Mueller Wealth - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date: 03/20/2025 - 160 Hrs/Mth - 6 Hrs During Trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-07
  • S66 Uniform Combined State Law Examination
    2024-11-07

View on SEC IAPD

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