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1420 Celebration Blvd. Suite 109, Celebration, FL 34747 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-11-06 |
| PA | RA | APPROVED | 2017-03-03 |
Branch Locations
1420 Celebration Blvd. Suite 109, Celebration, FL 34747 • United States
6 Jason Avenue, Denver, PA 17517 • 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 | Denver | PA | 03/2012 | Present |
| Private Advisor Group, Llc | West Lawn | PA | 03/2012 | 03/2017 |
| Private Advisor Group | West Lawn | PA | 09/2012 | 03/2017 |
| Good Life Advisors, Llc | Wyomissing | PA | 03/2017 | 09/2021 |
| Good Life Advisors, Llc | Denver | PA | 09/2021 | Present |
1. 3/22/2012: BLACK DIAMOND FINANCIAL GROUP - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 3/29/2017 - Good Life Advisors LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 03/03/2017 - 160 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 3/2017. 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. 3. 3/30/2017 - Good Life IA - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 03/03/2017 - 10 Hours Per Month During Securities Trading - Fixed insurance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-08-28 |
| S63 | Uniform Securities Agent State Law Examination | 1996-10-21 |
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