Keith Allan Svendby

Current Employers

Employment History

• 03/2011 → Present
  Lpl Financial Llc
  Maitland, FL
• 04/2011 → 03/2019
  Independent Financial Partners
  Maitland, FL
• 03/2019 → Present
  Iht Wealth Management Llc
  Maitland, FL

Previous Registrations

• 2011-05-06 → 2019-03-21
  Independent Financial Partners
  Altamonte Springs, FL
  Maitland, FL
• 2009-06-02 → 2011-03-07
  Raymond James Financial Services Advisors, Inc
  Orlando, FL
• 2006-05-22 → 2009-10-10
  Raymond James Financial Services, Inc.
  Winter Garden, FL
• 2000-12-15 → 2006-05-04
  Raymond James & Associates, Inc.
  Orlando, FL

Other Businesses

(1) 3/23/2011 - KEITH SVENDBY, LLC - INVESTMENT RELATED - AT REPORTED BUSINESS LOCATION(S) - BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY - TIME SPENT 0% - FOR COMMISSIONS ONLY. NOT USED FOR ANYTHING ELSE. (2) 1/6/2012 - NO BUSINESS NAME - INVESTMENT RELATED - AT REPORTED BUSINESS LOCATION(S) - NON-VARIABLE INSURANCE - TIME SPENT 5% - FIXED ANNUITY BUSINESS. (3) 05/28/2013 - MILESTONE FINANCIAL SERVICES - INVESTMENT RELATED - AT REPORTED BUSINESS LOCATION(S) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS). (4) 3/29/2019 - IHT WEALTH MANAGEMENT LLC - DBA: (Hybrid) Milestone Financial Services - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 03/12/2019 - 160 Hours Per Month/8 Hours During Securities Trading - I provide investment advisory services through IHT WEALTH MANAGEMENT LLC, an independent investment advisor firm. I started this business activity in 03/2019. 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

• S63 Uniform Securities Agent State Law Examination
  1994-06-14

Other Names

• Rusty Svendby
• Keith Allan Jr Svendby