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Advisor at IHT WEALTH MANAGEMENT LLC
CHICAGO, IL | Clearwater, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| IHT WEALTH MANAGEMENT LLC | Bd affiliated wealth | May 9, 2019 | n/a | yes | CHICAGO, IL|Clearwater, FL | Current employment |
| INDEPENDENT FINANCIAL PARTNERS | Bd affiliated wealth | Aug 15, 2012 | Apr 17, 2019 | no | TAMPA, FL | Previous registration |
| VALIC FINANCIAL ADVISORS, INC. | Bd affiliated wealth | Dec 10, 2003 | Aug 9, 2012 | no | TAMPA, FL|BOCA RATON, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| INDEPENDENT FINANCIAL PARTNERS | IHT WEALTH MANAGEMENT LLC | Apr 17, 2019 | May 9, 2019 | 22 | Firm change | Ibd to RIA |
| VALIC FINANCIAL ADVISORS, INC. | INDEPENDENT FINANCIAL PARTNERS | Aug 9, 2012 | Aug 15, 2012 | 6 | Firm change | Other |