Alona Weissberg Anspach

Current Employers

Employment History

• 06/2011 → Present
  Lpl Financial Llc
  Northbrook, IL
• 06/2011 → 12/2018
  Independent Financial Partners
  Northbrook, IL
• 07/2018 → 12/2020
  Sheridan Road Advisors, Llc (Dba: Sheridan Road)
  Northbrook, IL
• 12/2020 → Present
  Iht Wealth Management
  Chicago, IL

Previous Registrations

• 2018-08-14 → 2020-12-31
  Sheridan Road Advisors, Llc, A Hub International Company
  Northbrook, IL
• 2011-06-20 → 2019-01-07
  Independent Financial Partners
  Northbrook, IL
  Northbrook, IL
• 2003-01-21 → 2011-06-23
  Equitable Advisors, Llc
  Northbrook, IL
  Northbrook, IL
  Deerfield, IL
  Deerfield, IL
• 1998-07-20 → 2002-12-31
  Alona W. Sussman & Associates
  Lincolnwood, IL

Other Businesses

1. 6/10/2011 - Jewish Womens Foundation - Not Investment Related - Non-Profit Board Member - Trustee - Time Spent 2% 2. 9/1/2015 - Mass Mutual, BC/BS, Guardian - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Insurance Agent - Started 08/26/2015 - 3 Hours Per Month During Securities Trading - Whole life and long-term care insurance. 3. 6/23/2020 - Pivotal Financial, LLC - Not Investment Related - 707 Skokie blvd, Suite 400, Northbrook, IL 60062 - Business Entity For Tax/Investment Purposes Only - Started 07/07/2017 - 1 Hour Per Month During Securities Trading. 4. 10/21/2021 - IHT Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 01/01/2021 - 45 Hours Per Month/40 Hours During Securities Trading - I provide investment advisory services through IHT Wealth Management, an independent investment advisor firm. I started this business activity in 01/2021. I expect to spend approximately 45 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

• S65 Uniform Investment Adviser Law Examination
  1994-09-16
• S63 Uniform Securities Agent State Law Examination
  1987-07-10

Designations

Other Names

• Alona Weissberg
• Alona Weissberg Sussman