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111 Coleman Blvd Suite 402, Mount Pleasant, SC 29464 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-01-26 |
Branch Locations
111 Coleman Blvd Suite 402, Mount Pleasant, SC 29464 • United States
3515 Pelham Road, Suite 100, Greenville, SC 29615 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Greenville | SC | 02/2007 | 01/2017 |
| Various Insurance Carriers For W&R Insurance Agencies | Greer | SC | 02/2007 | 01/2017 |
| Isagenix | Gilbert | AZ | 05/2016 | Present |
| Lpl Financial Llc | Greenville | SC | 01/2017 | Present |
| Good Life Advisors, Llc | Greenville | SC | 01/2017 | 01/2026 |
| Apollon Financial, Llc | Greenville | SC | 01/2026 | Present |
1) 1/25/17- Good Life Financial Advisors- DBA for LPL Business (entity for LPL business)- Inv. Related- at reported business location(s)- 100% 2) 1/25/17- Good Life IA- Non-Variable Insurance- Wyomissing, PA- 10% 3)1/25/17- David G. Turner, LLC - Business Entity For Tax/Investment Purposes Only- Non- Inv. Related- Spartanburg, SC- start date 5/1/2008- 100% 4) 1/30/2017 - Good Life Financial Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 01/21/2017 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Good Life Financial Advisors, an independent investment advisor firm. I started this business activity in 1/2017. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firms 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. 5) 1/30/2017 - Good Life Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 01/21/2017 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Good Life Advisors], an independent investment advisor firm. I started this business activity in 1/2017. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firms 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) 6/7/2017 - Associates of Clifton Park - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 05/04/2017 - 2 Hours Per Month/1 Hour During Securities Trading. 7) 10/18/2017 - Blue Ridge Capital Associates, LLC - Investment Related - At Reported Business Location(s) - Insurance Agency - Co-Owner - Started 10/04/2017 - 5 Hours Per Month/4 Hours During Securities Trading. 8) 8/21/2018 - David G. Turner, MSF, CFP® - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date:08/10/2018 - 40 Hours Per Month/40 Hours During Trading. 9) 8/21/2018 - My Planning Pro - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date:08/10/2018 - 40 Hours Per Month/40 Hours During Trading. 10) 09/09/2019 - ComPsyche - Not Inv Related - Various Corporate Campuses - Facilitator/Instructor - start date:08/15/2019 - 1 hr/mo - 1 hr during trading. 11) 11/08/2019 - Good LIfe Advisors, LLC - DBA:My Planning Pro, LLC - Investment related - At reported business location(s) - Registered Investment Advisor DBA - 160 hrs/mo - 240 hrs during trading. 12) 8/21/2020 - Pursue Your Balance, LLC - Not Investment Related - Home Based - Other-Sales - LLC Member - Start Date: 6/1/2020 - 10 Hours Per Month/0 Hours During Securities Trading - Health and Wellness business done through Melaleuca, Inc. 13) 04/05/2024 - My Planning Pro Advisor Group - Registered Investment Advisor DBA - IAR - Investment Related - At Reported Business Location(s) - Start Date 03/27/2024 - 160 Hours Per Month/ 32 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-01-28 |
| S63 | Uniform Securities Agent State Law Examination | 1996-10-11 |
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