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Advisor at IHT WEALTH MANAGEMENT LLC
CHICAGO, IL | Northbrook, IL
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 | Dec 21, 2020 | n/a | yes | Northbrook, IL|CHICAGO, IL | Current employment |
| SHERIDAN ROAD ADVISORS, LLC, A HUB INTERNATIONAL COMPANY | Former SEC adviser | Sep 14, 2018 | Dec 31, 2020 | no | NORTHBROOK, IL | Previous registration |
| INDEPENDENT FINANCIAL PARTNERS | Bd affiliated wealth | Jun 2, 2014 | Dec 31, 2018 | no | NORTHBROOK, IL|Northbrook, IL | Previous registration |
| EDWARD JONES | National bd RIA | Jan 29, 2007 | Oct 25, 2007 | no | CHICAGO, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SHERIDAN ROAD ADVISORS, LLC, A HUB INTERNATIONAL COMPANY | IHT WEALTH MANAGEMENT LLC | Dec 31, 2020 | Dec 21, 2020 | -10 | Firm change | Other |
| INDEPENDENT FINANCIAL PARTNERS | SHERIDAN ROAD ADVISORS, LLC, A HUB INTERNATIONAL COMPANY | Dec 31, 2018 | Sep 14, 2018 | -108 | Firm change after gap | Ibd to new firm |
| EDWARD JONES | INDEPENDENT FINANCIAL PARTNERS | Oct 25, 2007 | Jun 2, 2014 | 2,412 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 293807:171481:IL:2020-12-31 | Dec 31, 2020 | Dec 21, 2020 | NORTHBROOK, IL | Firm change |
| 125112:293807:IL:2018-12-31 | Dec 31, 2018 | Sep 14, 2018 | NORTHBROOK, IL | Firm change after gap |