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Advisor at IHT WEALTH MANAGEMENT LLC
CHICAGO, IL | Camarillo, CA
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 | Jun 14, 2023 | n/a | yes | Camarillo, CA|CHICAGO, IL | Current employment |
| CETERA ADVISOR NETWORKS LLC | Former SEC adviser | May 20, 2021 | Jun 6, 2023 | no | CAMARILLO, CA | Previous registration |
| SUMMIT FINANCIAL GROUP INC | Former SEC adviser | Apr 1, 2011 | May 20, 2021 | no | CAMARILLO, CA | Previous registration |
| 1ST GLOBAL ADVISORS INC | Former SEC adviser | Mar 27, 2007 | Apr 4, 2011 | no | CAMARILLO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CETERA ADVISOR NETWORKS LLC | IHT WEALTH MANAGEMENT LLC | Jun 6, 2023 | Jun 14, 2023 | 8 | Firm change | Ibd to ibd |
| SUMMIT FINANCIAL GROUP INC | CETERA ADVISOR NETWORKS LLC | May 20, 2021 | May 20, 2021 | 0 | Channel change | Ibd to ibd |
| 1ST GLOBAL ADVISORS INC | SUMMIT FINANCIAL GROUP INC | Apr 4, 2011 | Apr 1, 2011 | -3 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 109485:13572:CA:2021-05-20 | May 20, 2021 | May 20, 2021 | CAMARILLO, CA | Firm change |