Steven John Dudash

Employer firm

Iht Wealth Management LLC CRD 171481

$9.80B regulatory AUM 326 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2014 → 05/2021
  Lpl Financial Llc
  Chicago, IL
• 06/2014 → Present
  Iht Wealth Management Llc
  Chicago, IL
• 06/2014 → Present
  Lpl Insurance Associates
  Chicago, IL

Previous Registrations

• 2017-06-23 → 2017-06-26
  Lpl Financial Llc
  Chicago, IL
  Chicago, IL
  Elgin, IL
  Oakbrook Terrace, IL
• 2009-10-23 → 2014-06-30
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
  Chicago, IL
  Chicago, IL
  Chicago, IL
• 2008-10-24 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Chicago, IL
  Chicago, IL
  Chicago, IL
• 2003-05-28 → 2008-10-24
  Lasalle Financial Services, Inc.
  Oaklawn, IL
  Chicago, IL
  Chicago, IL
  Chicago, IL
  Chicago, IL
  Chicago, IL
  Chicago, IL
  Chicago, IL
  Chicago, IL
  Chicago, IL
  Chicago, IL
• 1999-11-30 → 2003-06-04
  Pruco Securities, Llc.
  Tinley A, IL

Other Businesses

1. 06/27/2014 - S&L PROPERTIES/ REAL ESTATE RENTAL/ 0%/ TINLEY PARK, IL 2. 06/27/2014 - S&L PROPERTIES/ REAL ESTATE RENTAL/ 0%/ CLAIREDON HILLS, IL 3. 06/27/2014 - S&L PROPERTIES/ REAL ESTATE RENTAL/ 0%/ TINLEY PARK, IL. 4. 7/3/2014: DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - IHT WEALTH MANAGEMENT - CHICAGO, IL. 5. 7/22/2014: REGISTERED INVESTMENT ADVISOR HYBRID - (HYBRID) IHT WEALTH MANAGEMENT LLC - TIME SPENT 90% - CHICAGO, IL. 6.. 1/9/2019 - No Business Name - Investment Related - 123 N Wacker Dr, Suite 2300, Chicago, IL 60606 - Real Estate Rental - Started 01/01/2019 - 0 Hours Per Month. 7. 5/9/2019 - IHT Securities, LLC - Investment Related - At Reported Business Location(s) - Limited Purpose BD - Acting CEO & Principal - Start Date: 04/01/2019 - 4 Hours Per Month/0 Hours During Securities Trading. 8. Riverwalk Capital Partners LLC - Investment Advisor - 123 N. Wacker Dr., Ste 2300, Chicago, IL 60606 - CEO and Principal - Start Date - 09-13-2023 - 10 hours per month/10 hours during securities trading

Exams

• S66 Uniform Combined State Law Examination
  1999-06-16