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Current Employers
Good Life Advisors, Llc

1420 Celebration Blvd. Suite 109, Celebration, FL 34747 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-11-29
IL RA APPROVED 2021-09-10
  • TX RA
    APPROVED_RES
    Since 2022-11-29
  • IL RA
    APPROVED
    Since 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

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 04/2015 → Present
    Lpl Financial Llc
    Lisle, IL
  • 04/2015 → 07/2020
    Opus Wealth Management Group
    Lisle, IL
  • 05/2020 → 09/2021
    Level Four Advisory Services, Llc
    Lisle, IL
  • 09/2021 → Present
    Lisle, IL
Previous Registrations
  • 2020-05-13 → 2021-10-07
    Dallas, TX
    Lisle, IL
  • 2015-05-11 → 2020-12-10
    Opus Wealth Management Group
    Lisle, IL
    Lisle, IL
  • 1998-03-03 → 2015-05-05
    Msi Financial Services, Inc.
    Downers Grove, IL
    Downers Grove, IL
Other Businesses

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.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1989-06-06
  • S63 Uniform Securities Agent State Law Examination
    1989-06-06
Designations
Other Names
  • Jeffrey Brian Harper

View on SEC IAPD

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