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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 2016-04-12
PA RA APPROVED 2015-06-30
  • TX RA
    APPROVED
    Since 2016-04-12
  • PA RA
    APPROVED
    Since 2015-06-30

Branch Locations

776 Bull Run Crossing Suite 100, Lewisburg, PA 17837 • United States

1420 Celebration Blvd. Suite 109, Celebration, FL 34747 • 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 Lewisburg PA 06/2015 Present
Good Life Advisors, Llc Lewisburg PA 06/2015 Present
Previous Registrations
  • 2007-09-06 → 2015-07-07
    Msi Financial Services, Inc.
    Mifflinburg, PA
    Hummels Wharf, PA
Other Businesses

1. 06/30/2015 - GENERATIONS ASSET MANAGEMENT - INV REL - 30 COMMERCE DRIVE, WYOMISSING PA 19610 - START 7/1/2015 - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 100%/ WYOMISSING, PA 2. 07/01/2015 - GOOD LIFE ADVISORS, LLC - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR HYBRID - (HYBRID) GOOD LIFE ADVISORS, LLC - START 7/1/2015 - TIME SPENT 100% 3. 08/18/2015 - GOOD LIFE ADVISORS, LLC - INV REL - 30 COMMERCE DRIVE, WYOMISSING, PA 19610 - REGISTERED INVESTMENT ADVISOR DBA - START 7/1/2015 - 100% TIME SPENT - IAR- DBA THAT WILL BE USED IN THE COMMUNITY FOR ADVISORY BUSINESS 4. 02/05/2016 - Good Life IA - INV REL - 776 Bull Run Crossing, Suite 100 Lewisburg, PA 17837 - Non-Variable Insurance - START 02/02/2016 - 8 HOURS PER MONTH DURING TRADING - agent. 5. 1/20/2017 - R & B Insurance Services, LLC (contracted with All State) - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 01/04/2017 - 1 Hour Per Month During Securities Trading - Fixed insurance. 6. 12/20/2018 - Generations Asset Management, LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date: 01/01/2019 - 160 Hours Per Month/160 Hours During Securities Trading.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1996-08-19
  • S63 Uniform Securities Agent State Law Examination
    1996-08-19
Designations

View on SEC IAPD

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