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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ND | RA | APPROVED | 2017-11-29 |
Branch Locations
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 |
|---|---|---|---|---|
| Lpl Financial Llc | Grand Forks | ND | 11/2017 | Present |
| Investment Centers Of America, Inc. | Grand Forks | ND | 03/2000 | 11/2017 |
| Choice Bank | Grand Forks | ND | 01/2006 | Present |
| Ica Group Wealth Management, Llc | Grand Forks | ND | 11/2021 | 06/2024 |
1. 11/29/2017 - Choice Financial Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 12/4/2018 - Choice Wealth - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 9/19/2018 - 160 Hours Per Month/8 Hours During Securities Trading. 3. 09/23/2019 - Choice Insurance - Investment related - At reported business location(s) - Non-Variable Insurance - 5 hrs/mo - 5 hrs during trading. 4. 12/07/2021 - ICA Group Wealth Management, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 12/01/2021 - 35 Hour Per Month/35 Hours During Securities Trading - I provide investment advisory services through ICA Group Wealth management, LLC, an independent investment advisor firm. I started this business activity in 12/2021. I expect to spend approximately 35 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5. 3/14/2023 - Investment Centers Advisor Group Insurance - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Insurance producer - Start Date - 02/27/2023 - 6 Hours Per Month/6 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-07-06 |
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