Best Investors Account Sign in
Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
ND RA APPROVED 2025-01-01
  • ND RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 05/2019 → Present
    Choice Bank
    Grand Forks, ND
  • 08/2017 → 12/2019
    University Of North Dakota
    Grand Forks, ND
  • 02/2019 → 05/2019
    Alerus Financial
    Grand Forks, ND
  • 06/2015 → 08/2018
    Abentroth Brothers Construction
    Hillsboro, ND
  • 09/2017 → 03/2018
    Kendey Moving Company
    Grand Forks, ND
  • 01/2021 → Present
    Grand Forks, ND
  • 12/2021 → 06/2024
    Ica Group Wealth Management, Llc
    Grand Forks, ND
Previous Registrations
  • 2022-02-01 → 2024-08-30
    Ica Group Wealth Management, Llc
    Grand Forks, ND
    Denver, CO
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-09-15
  • S66 Uniform Combined State Law Examination
    2021-09-15
Other Names
  • Jake Preston

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Fargo, ND

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor