Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-03-06 |
| ND | RA | APPROVED | 2017-11-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investment Centers Of America, Inc. | Dickinson | ND | 07/2008 | 11/2017 |
| Lpl Financial Llc | Dickinson | ND | 11/2017 | Present |
| Ica Group Wealth Management, Llc | Dickinson | ND | 11/2021 | 06/2024 |
1. 11/29/2017 - Plan with You LLC - Not Investment Related - Business Entity For Tax/Investment Purposes Only - 1 Hour Per Month - Owner. 2. 11/29/2017 - O'BS - Not Investment Related - 10605 35th St. SW DICKINSON, ND 58601 - For-Profit Business - Start Date 4/2015 - 4 Hours Per Month - Co-Owner. 3. 03/22/2018 - Choice Insurance - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date 03/07/2018 - 5 Hours Per Month/5 Hours During Securities Trading - Life, Disability, Long-term Care, Fixed Annuities. 4. 12/7/2018 - Choice Wealth Management - DBA: Choice Wealth - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 12/01/2017 - 160 Hours Per Month/160 Hours During Securities Trading. 5. 12/07/2021 - ICA Group Wealth Management, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 11/30/2021 - 145 Hour Per Month/125 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 11/2021. I expect to spend approximately 145 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. 6. 12/30/2024- Insurance Design Network LLC- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 12/16/2024- 5 Hours Per Month- 5 Hours During Trading 7. 12/30/2024- InSource- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 12/16/2024- 5 Hours Per Month- 5 Hours During Trading 8. 10/29/2025 - Claddagh Wealth Management Inc - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 07/01/2025 - 1 hour per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-10-29 |
Reach out to this advisor