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123 N. Wacker Dr. Suite 2300, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-20 |
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