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1420 Celebration Blvd. Suite 109, Celebration, FL 34747 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-11-29 |
| IL | RA | APPROVED | 2021-09-10 |
Branch Locations
1420 Celebration Blvd. Suite 109, Celebration, FL 34747 • United States
1011 Warrenville Road Suite 155, Lisele, IL 60532 • 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Lisle | IL | 04/2015 | Present |
| Opus Wealth Management Group | Lisle | IL | 04/2015 | 07/2020 |
| Level Four Advisory Services, Llc | Lisle | IL | 05/2020 | 09/2021 |
| Good Life Advisors, Llc | Lisle | IL | 09/2021 | Present |
1. 4/24/2015 - No Business Name - Investment Related - At Reported Business Location(s) - NON-VARIABLE INSURANCE - Started 2/1/2015 - Time Spent 10% - Fixed annuities and life insurance. 2. 02/08/2016 * Opus Tax Services * Tax Prep/Accounting/CPA * NOT INV REL * AT REPORTED BUSINESS LOCATION(S) * START 02/01/2016 1% 3. 02/23/2017 - Opus Lisle LLC - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 01/01/2017 - 3 Hours Per Month/0 During Securities Trading. 1% 4. 5/30/2018 - No Business Name - Not Investment Related - Home Based - Other-Farm owner - Started 08/01/2008 - 2 Hours Per Month/0 Hours During Securities Trading - Oversee the raising and selling of cattle. 5. 7/13/2018 - HWMG Enterprises LLC - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 04/01/2015 - 170 Hours Per Month/120 Hours During Securities Trading. 6. 7/24/2020 - Opus Wealth Management Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 05/01/2020 - 120 Hours Per Month During Securities Trading. 7. 10/12/2021 - Good Life Advisors LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 09/01/2021 - 120 Hours Per Month During Securities Trading - I provide investment advisory services through Good Life Advisors LLC, an independent investment advisor firm. I started this business activity in 9/2021. 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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1989-06-06 |
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