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Current Employers
Iht Wealth Management Llc

123 N. Wacker Dr. Suite 2300, Chicago, IL 60606 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2019-03-19
  • FL RA
    APPROVED
    Since 2019-03-19

Branch Locations

20719 Sterlington Drive Suite 104, Land O'LAkes, FL 34638 • United States

123 N. Wacker Dr. Suite 2300, Chicago, IL 60606 • United States

46 4Th St Sw, Winter Haven, FL 33880 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial, Llc Land O Lakes FL 09/2009 Present
Independent Financial Partners Land O Lakes FL 09/1995 03/2019
Iht Wealth Management Llc Land O'LAkes FL 03/2019 Present
Previous Registrations
Other Businesses

1. 5/25/2011 - PINNACLE WEALTH MANAGEMENT - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 4/11/2016 - Pinnacle Wealth Management - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 10/01/2015 - 1 Hour Per Month/0 Hours During Securities Trading - Fixed insurance, life, health, disability, ltc, and p&c. 3. 8/10/2017 - Calkins-Kramer - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 07/28/2017 - 1 Hours Per Month During Securities Trading. 4. 11/29/2018 - Fairlane Financial - Investment Related - 1200 S Pine Island Road Ste 100, Ft. Lauderdale, FL 33324 - Non-Variable Insurance - Started 11/13/2018 - 1 Hour Per Month During Securities Trading. 5. 3/14/2019 - Pinnacle Wealth mgmt - Investment Related - 20719 Sterlington Drive #104, Land O'Lakes, FL 34638 - Real Estate Rental - Start Date: 01/01/2019 - 1 Hour Per Month/1 Hour During Securities Trading. 6. 4/1/2019 - IHT WEALTH MANAGEMENT LLC - DBA: Pinnacle Wealth - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 03/19/2019 - 20 Hours Per Month/20 Hours During Securities Trading - I provide investment advisory services through IHT Wealth Management , an independent investment advisor firm. I started this business activity in March 2019. I expect to spend approximately 20 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. 7. 05/01/2019 - TruMark Financial - Investment related - At reported business location(s) - Non-Variable Insurance - start date:04/19/2019 - 2 hrs/mo - 2 hrs during trading. 8. 10/05/2021 - Forefront Insurance - Investment Related - At Reported Business Location(s) - Insurance Agency - Owner - Start Date: 09/01/2021 - 2 Hours Per Month/1 Hour During Securities Trading. 9) 06/10/2025 - Pinnacle Wealth Advisory Group - Investment Related - At Reported Business Location(s) -DBA for LPL Business (entity for LPL business) - Start Date:06/02/2025 - 160 Hrs/Mth - 150 Hrs During Trading.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2004-11-12
  • S63 Uniform Securities Agent State Law Examination
    2004-11-12
Designations
Other Names
  • Michael C Mccord

View on SEC IAPD

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