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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2024-06-25 |
| TX | RA | APPROVED | 2024-06-25 |
| CA | RA | APPROVED | 2024-06-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Strategy Partners | Honolulu | HI | 10/2014 | 09/2016 |
| Investment Centers Of America, Inc. | Tracy | CA | 10/2016 | 11/2017 |
| Lpl Financial Llc | Tracy | CA | 11/2017 | Present |
| Ica Group Wealth Management, Llc | Tracy | CA | 03/2022 | 06/2024 |
1. 11/29/2017 - No Business Name - Not Investment Related - Honolulu, HI - Real Estate Rental - Landlord. 2. 11/29/2017 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - 12 Hours Per Month - Agent - Life, disability, LTC insurance. 3. 11/29/2017 - Willson & Company - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 4. 10/15/2018 - Willson & Company - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 01/01/1998 - 4012 Hours Per Month/6 Hours During Securities Trading. 5. 05/12/2022 - ICA Group Wealth Management, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date - 05/10/2022 - 120 Hours Per Month/ 6 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 05/2022. I expect to spend approximately 120 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. 10/21/2024 - Wilson & Company - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Start Date 12/20/2022 - 20 Hours Per Month/ 1 Hour During Trading 7. 05/08/2025 - Aflac - Investment Related - Non-Variable Insurance - At Reported Business Location(s) - Start Date:05/01/2025 - 2 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-01-19 |
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