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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ND | RA | APPROVED | 2025-01-01 |
Branch Locations
3050 Sienna Dr S Ste 100, Fargo, ND 58104 • United States
1697 South 42Nd St, Grand Forks, ND 58201 • United States
645 Hill Ave, Grafton, ND 58237 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Choice Bank | Grand Forks | ND | 05/2019 | Present |
| University Of North Dakota | Grand Forks | ND | 08/2017 | 12/2019 |
| Alerus Financial | Grand Forks | ND | 02/2019 | 05/2019 |
| Abentroth Brothers Construction | Hillsboro | ND | 06/2015 | 08/2018 |
| Kendey Moving Company | Grand Forks | ND | 09/2017 | 03/2018 |
| Lpl Financial Llc | Grand Forks | ND | 01/2021 | Present |
| Ica Group Wealth Management, Llc | Grand Forks | ND | 12/2021 | 06/2024 |
1. 5/12/2021 - Choice Wealth - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Time Spent 100%. 2. 2/4/2022 - ICA Group Wealth Management, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 01/24/2022 - 50 Hours Per Month 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 1/2022. I expect to spend approximately 50 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. 3. 03/18/2022 - Choice Financial Group - Investment Related - At Reported Business Location(s) - Financial Institution Duty - A. Jr. Agent & Business Banker - Start Date - 05/20/2019- 150 Hours Per Month/ 100 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-15 |
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