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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 |
| TX | RA | APPROVED_RES | 2018-06-01 |
Branch Locations
3050 Sienna Dr S Ste 100, Fargo, ND 58104 • United States
46 N Broadway, Pelican Rapids, MN 56572 • 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. | Grand Forks | ND | 11/2015 | 11/2017 |
| Lpl Financial Llc | Fargo | ND | 11/2017 | Present |
| Ica Group Wealth Management, Llc | Fargo | ND | 11/2021 | 06/2024 |
1. 11/29/2017 - MCINTYRE WEALTH MANAGEMENT INC. - Not Investment Related - 3050 Sienna Dr S, Fargo ND 58104 - Business Entity For Tax/Investment Purposes Only - Start Date 11/14/2012 - 4 Hours Per Month/4 Hours During Securities Trading. 2. 11/29/2017 - Choice Financial Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 3. 10/2/2018 - Choice Wealth - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 09/18/2018 - 160 Hours Per Month/8 Hours During Securities Trading. 4. 4. 4/4/2019 - Choice Wealth - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 12/06/2018 - 2 Hours Per Month/0 Hours During Securities Trading - Fixed Insurance. 5. 10/21/2021 - ICAG Insurance Agency - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 10/20/2021 - 2 Hours Per Month/0 Hours During Securities Trading. 6. 12/23/2021 - ICA Group Wealth Management, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date: 12/06/2021 - 100 Hours Per Month/40 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 100 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. 7. 08/03/2022 -BBM Properties LLC- Not Investment Related- At Reported Business Location(s)- Business Entity For Tax/Investment Purposes Only- Partner- Start Date- 07/12/2022- 0 Hours Per Month/ 0 Hours During Securities Trading 8. 8/04/2022- GPFG LLC- Investment Related- At Reported Business Location(s)- Business Entity For Tax/Investment Purposes Only- Partner- Start Date- 06/29/2022- 0 Hours Per Month/ 0 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-06-17 |
| S63 | Uniform Securities Agent State Law Examination | 1994-02-08 |
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