DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner10 years in industry

Christian Mark Harris

Advisor at IHT WEALTH MANAGEMENT LLC

PHOENIX, AZ | CHICAGO, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1398a289-b60a-c26c-d220-9c0f7400cf15

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:54 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 3
On other graphs: 0
Observed: Jun 17, 2020 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: IHT WEALTH MANAGEMENT LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Jun 16, 2020
First registration: Jun 17, 2020
Dual registered: no
IAPD individual key: 6210845

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
IHT WEALTH MANAGEMENT LLC	Bd affiliated wealth	Jun 20, 2024	n/a	yes	PHOENIX, AZ\|CHICAGO, IL	Current employment
HERITAGE FAMILY OFFICES, LLP	Independent wealth	Feb 3, 2023	Dec 31, 2023	no	SCOTTSDALE, AZ	Previous registration
HERITAGE WEALTH MANAGEMENT, LLC	Former SEC adviser	May 31, 2022	Mar 5, 2024	no	PHOENIX, AZ	Previous registration
IHT WEALTH MANAGEMENT LLC	Bd affiliated wealth	Apr 29, 2021	Feb 28, 2022	no	CHANDLER, AZ\|CHICAGO, IL	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Jun 17, 2020	Jul 24, 2020	no	CHANDLER, AZ\|NEW YORK, NY	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
HERITAGE WEALTH MANAGEMENT, LLC	HERITAGE FAMILY OFFICES, LLP	Mar 5, 2024	Feb 3, 2023	-396	Firm change after gap	Other
HERITAGE FAMILY OFFICES, LLP	IHT WEALTH MANAGEMENT LLC	Dec 31, 2023	Jun 20, 2024	172	Firm change	Other
IHT WEALTH MANAGEMENT LLC	HERITAGE WEALTH MANAGEMENT, LLC	Feb 28, 2022	May 31, 2022	92	Firm change	Ibd to RIA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	IHT WEALTH MANAGEMENT LLC	Jul 24, 2020	Apr 29, 2021	279	Firm change	Wirehouse to RIA

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
287909:323930:AZ:2024-03-05	Mar 5, 2024	Feb 3, 2023	PHOENIX, AZ	Firm change after gap

Relationships

Registered with (4)

→ IHT WEALTH MANAGEMENT LLCRegistered adviserregistration: previous registration
Apr 29, 2021 to Feb 28, 2022factForm ADV
→ HERITAGE WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
May 31, 2022 to Mar 5, 2024factForm ADV
→ HERITAGE FAMILY OFFICES, LLPRegistered adviserregistration: previous registration
Feb 3, 2023 to Dec 31, 2023factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Jun 17, 2020 to Jul 24, 2020factForm ADV

Dated events

Occurred
Mar 5, 2024
Advisor changed firm
Christian Mark Harris left Heritage Wealth Management, Llc for Heritage Family Offices, Llp (registered 2023-02-03)
Form ADVobserved 5 days ago
Occurred
Dec 31, 2023
Advisor changed firm
Christian Mark Harris left Heritage Family Offices, Llp for Iht Wealth Management Llc (registered 2024-06-20)
Form ADVobserved 5 days ago
Occurred
Feb 28, 2022
Advisor changed firm
Christian Mark Harris left Iht Wealth Management Llc for Heritage Wealth Management, Llc (registered 2022-05-31)
Form ADVobserved 5 days ago