Edilberto Calalang Ortiz

Current Employers

Employment History

• 01/1975 → 10/2022
  E.C.ORtiz & Co. Llp
  Chicago, IL
• 09/2009 → Present
  Lpl Financial Llc
  Chicago, IL
• 07/2016 → Present
  Iht Wealth Management Llc
  Chicago, IL

Previous Registrations

• 2009-09-08 → 2024-09-04
  Lpl Financial Llc
  Itasca, IL
  Chicago, IL
  Chicago, IL
  Chicago, IL
  Chicago, IL
  Chicago, IL
• 2000-09-05 → 2009-09-08
  Mutual Service Corporation
  Boston, MA
  Chicago, IL

Other Businesses

1. 12/22/09 - CPA/BOOKKEEPER/TAX PREPARER, E.C.ORTIZ & CO. LLP, PARTNER - WE PROVIDE ACCOUNTING AND AUDITING SERVICES. 40% OF TIME. 2. 11/29/2013 - NONE (EDILBERTO ORTIZ, INDIVIDUAL) - REAL ESTATE RENTAL - RESIDENTIAL PROPERTY-RENTERS ARE NOT CUSTOMERS OR ADVISORS OF ME OR ANOTHER B/D OR RIA - TIME SPENT 1% - 400 E RANDOLPH STREET, UNIT 803, CHICAGO, IL 60601 3) 08/10/2017- IHT Wealth Management-investment related- At reported business location(s)-Registered Investment Advisor Hybrid-start 07/26/2017-Hours per month 20/ hours during trading 2-I provide investment advisory services through IHT Wealth Management, an independent investment advisor firm. I started this business activity in 07/26/2017. I expect to spend approximately 20 hours per month] on this activity. Please see the Form ADV of the advisory firm 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
  1998-11-16
• S63 Uniform Securities Agent State Law Examination
  1987-02-24

Other Names

• Ed Ortiz
• Idel Ortiz