Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-03-14 |
| ND | RA | APPROVED | 2017-11-29 |
Branch Locations
1697 South 42Nd St, Grand Forks, ND 58201 • United States
3050 Sienna Dr S Ste 100, Fargo, ND 58104 • United States
323 18Th St W, Dickinson, ND 58601 • United States
4501 S Washington St, Grand Forks, ND 58201 • 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. | Fargo | 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 - Choice Financial - No Investment Related - FIS Program. 2. 11/29/2017 - Choice Financial Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 3. 4/3/2018 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 12/04/2017 - 1 Hour Per Month During Securities Trading. 4. 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. 5. 11/29/2018 - Investment Center Advisor Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 11/29/2017. 6. 4/10/2019 - Valley Wealth Management Group LLP - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 04/15/2019 - 4 Hours Per Month/1 Hour During Securities Trading. 7. 4/22/2019 - Arrow Properties LLP - Investment Related - No Address - Other-Real Estate - Partner - Started 03/25/2019 - 0 Hours Per Month - Own land for hunting. 8. 9/24/2020 - ICA Group Holding Co., LLC - Investment Related - 2000 S. Colorado Blvd., Annex Building Ste. 200, Denver, CO 80222 - Business Entity For Tax/Investment Purposes Only - Started 09/01/2020 - Time Spent 1%. 9. 7/21/2021 - MTB Enterprises, Inc - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date: 5/12/1998 - 20 Hours Per Month/0 Hours During Securities Trading - LPL and Insurance fees and commissions. 10. 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 11. 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 12. 10/01/2024 - City of Oxbow - Non-Profit Board Member - Council Member - Not Investment Related - Oxbow Country Club 40 Oxbow Dr, Oxbow ND 58047 - Start Date 07/10/2024 - 10 Hours Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-03-01 |
| S63 | Uniform Securities Agent State Law Examination | 1985-06-28 |
Reach out to this advisor