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Current Employers
Iht Wealth Management Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-02-23
  • FL RA
    APPROVED
    Since 2026-02-23

Branch Locations

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

401 E Jackson Street, Suite 3675, Tampa, FL 33602 • 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
Lee Fisher International Dba Tarpon Fishing Outfitters Holiday FL 11/2018 03/2025
Raymond James Financial Services Saint Petersburg FL 06/2024 02/2026
Florida State University Tallahassee FL 08/2021 12/2024
East Lake High School Tarpon Springs FL 08/2017 05/2021
East Lake Middle School Tarpon Springs FL 08/2014 06/2017
Raymond James Financial Services Advisors, Inc. St Petersburg FL 06/2025 02/2026
Lpl Financial Llc Tampa FL 02/2026 Present
Iht Wealth Management Tampa FL 02/2026 Present
  • 11/2018 → 03/2025
    Lee Fisher International Dba Tarpon Fishing Outfitters
    Holiday, FL
  • 06/2024 → 02/2026
    Raymond James Financial Services
    Saint Petersburg, FL
  • 08/2021 → 12/2024
    Florida State University
    Tallahassee, FL
  • 08/2017 → 05/2021
    East Lake High School
    Tarpon Springs, FL
  • 08/2014 → 06/2017
    East Lake Middle School
    Tarpon Springs, FL
  • 06/2025 → 02/2026
    St Petersburg, FL
  • 02/2026 → Present
    Lpl Financial Llc
    Tampa, FL
  • 02/2026 → Present
    Iht Wealth Management
    Tampa, FL
Previous Registrations
Other Businesses

1. 02/2026 - IHT Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 130 Hour(s) During Trading - At Reported Business Location (s) - OBA Start Date: 2/12/2026 2. 02/26/2026 - IHT Wealth Management - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start Date 02/13/2026 - 160 hours per month/ 130 hours during trading 3. 02/26/2026 - IHT Wealth Management - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start Date 02/13/2026 - 160 hours per month/ 130 hours during trading - I provide investment advisory services through IHT Wealth Management, LLC, an independent investment advisor firm. I started this business activity in 2/2026. 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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-20
  • S66 Uniform Combined State Law Examination
    2025-05-20

View on SEC IAPD

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