DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at IHT WEALTH MANAGEMENT LLC
CHICAGO, IL | Overland Park, KS
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 | Oct 13, 2017 | n/a | yes | CHICAGO, IL|Overland Park, KS | Current employment |
| NVISION WEALTH GROUP, LLC | Former SEC adviser | Aug 1, 2014 | Dec 6, 2017 | no | OVERLAND PARK, KS|OVERLAND PARK, KS | Previous registration |
| INDEPENDENT FINANCIAL PARTNERS | Bd affiliated wealth | May 4, 2012 | Nov 5, 2014 | no | OVERLAND PARK, KS|OLATHE, KS|LEAWOOD, KS | Previous registration |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | Sep 30, 2002 | May 14, 2012 | no | Leawood, KS|OVERLAND PARK, KS | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| NVISION WEALTH GROUP, LLC | IHT WEALTH MANAGEMENT LLC | Dec 6, 2017 | Oct 13, 2017 | -54 | Firm change after gap | Other |
| INDEPENDENT FINANCIAL PARTNERS | NVISION WEALTH GROUP, LLC | Nov 5, 2014 | Aug 1, 2014 | -96 | Firm change after gap | Other |
| AMERIPRISE FINANCIAL SERVICES, LLC | INDEPENDENT FINANCIAL PARTNERS | May 14, 2012 | May 4, 2012 | -10 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 171952:171481:KS:2017-12-06 | Dec 6, 2017 | Oct 13, 2017 | OVERLAND PARK, KS | Firm change after gap |