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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-12-01 |
| TX | RA | APPROVED_RES | 2024-06-25 |
Branch Locations
215 West Oak Street Suite 720, Fort Collins, CO 80521 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investment Centers Of America, Inc. | Fort Collins | CO | 02/2015 | 11/2017 |
| Lpl Financial Llc | Fort Collins | CO | 11/2017 | Present |
| Ica Group Wealth Management, Llc | Fort Collins | CO | 03/2022 | 06/2024 |
1. 11/29/2017 - No Business Name - Investment Related - Loveland, CO - Real Estate Rental - Start Date 12/2015 - 1 Hours Per Month. 2. 11/29/2017 - No Business Name - Investment Related - Garrison, ND - Real Estate Rental - Start Date 2013 - 1 Hours Per Month. 3. 7/31/2018 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Insurance Agent - Start Date: 01/31/2018 - 5 Hours Per Month/5 Hours During Securities Trading. 4. 3/11/2020 - Dinner Party, LLC - Investment Related - Home Based - Other-Business Owner - Started 02/18/2020 - 5 Hours Per Month/0 Hours During Securities Trading - Book sales and speaking proceeds - title of the book "The Dinner Party". 5. 3/11/2020 - "The Dinner Party" - Not Investment Related - At Reported Business Location(s) - Other-Author - Started 02/11/2020 - 5 Hours Per Month/0 Hours During Securities Trading - Author of a book. 6. 3/5/2021 - DFP Properties, LLC - Investment Related - 215 W Oak Street, Suite 720, Fort Collins, CO 80521 - Real Estate Rental - Started 02/26/2021 - 2 Hours Per Month During Securities Trading. 7. 3/5/2021 - Dunnigan Financial Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 02/26/2021 - 160 Hours Per Month During Securities Trading. 8. 05/12/2022 - Penny Properties - Investment Related - Fort Collins CO 80521 - Real Estate Rental - Start Date - 04/29/2022 - 0 Hours Per Month/ 0 Hours During Securities Trading 9. 07/06/2022 - Penny PropeertiesND, LLC - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Start Date: 06/03/2022 - 0 Hours Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-05-23 |
| S63 | Uniform Securities Agent State Law Examination | 1989-07-18 |
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