Karim Poonawala

Current Employers

Employment History

• 04/2014 → Present
  Lpl Financial, Llc
  Orlando, FL
• 05/2014 → 12/2018
  Independent Financial Partners
  Orlando, FL
• 10/2018 → Present
  Iht Wealth Management Llc
  Orlando, FL

Previous Registrations

• 2014-05-01 → 2018-12-31
  Independent Financial Partners
  Orlando, FL
• 2007-04-23 → 2014-04-28
  Cetera Wealth Services, Llc
  Paramus, NJ
  Orlando, FL
• 2004-06-17 → 2007-04-04
  First Montauk Securities Corp.
  Orlando, FL
  Lafayette, LA
  Houma, LA
  Lafayette, LA
  Houma, LA

Other Businesses

1. 07/22/2014 - Poonawala Family Partners, Ltd. - INV REL - Business Entity For Tax/Investment Purposes Only 2. 07/22/2014 - Plantation Cove - INV REL - Real Estate Rental - 1% TIME SPENT 3. 07/22/2014 - Taj Financial Group Inc. - INV REL - Business Entity For Tax/Investment Purposes Only 4. 07/22/2014 - Growth Ventures, Inc. - Business Entity For Tax/Investment Purposes Only 5. 07/22/2014 - Food Mart USA Inc - NOT INV REL - Gas Station - NO TIME SPENT - Family Business. 6. 07/23/2014 - Everest - INV REL - 1830 Myrtle Ave. Jacksonville, FL - Everest - Real Estate Rental - owner of real property 7. 11/02/2016: Wildwood Alliance LLC. - Real Estate Rental - Investment Related - Macon, GA - Start 11/01/2016 - 1 Hr/Mo; 0 Hour(s) During Securities Trading. 8. 1/22/2019 - IHT Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 10/01/2018 - IAR - 172 Hours Per Month During Securities Trading - I provide investment advisory services through IHT Wealth Management, an independent investment advisor firm. I started this business activity in 10/01/2018. I expect to spend approximately 172 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. 9. 12/21/2023 - ThriveLife360 - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 8/28/2017 - 0 Hrs/Mo.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-07-09
• S63 Uniform Securities Agent State Law Examination
  1987-07-30

Designations