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123 N. Wacker Dr. Suite 2300, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-11-12 |
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