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1420 Celebration Blvd. Suite 109, Celebration, FL 34747 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2015-12-14 |
Branch Locations
1420 Celebration Blvd. Suite 109, Celebration, FL 34747 • United States
4184 Treadway Road, Beaumont, TX 77706 • 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 | Beaumont | TX | 12/2015 | Present |
| Good Life Advisors, Llc | Beaumont | TX | 12/2015 | Present |
| Scott Wealth Management | Beaumont | TX | 12/2015 | Present |
1. 12/14/2015: Celia Scott, LLC - Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Started 11/30/15 - Time Spent 0%. 2. 12/14/2015: Scott Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start 12/01/2014 - 300 Hours Per Month/160 Hours During Securities Trading - Time Spent 100%. 3. 12/15/2015: Good Life Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 12/03/15 - 160 Hours Per Month/40 Hours During Securities Trading - Time Spent 100% - IAR. 4. 12/15/2015: Scott Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 12/3/15 - 160 Hours Per Month/40 Hours During Securities Trading - Time Spent 100% - IAR. 5. 3/9/2017: Good Life IA - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 02/22/2017 - 10 Hours Per Month During Securities Trading. 6. 11/18/2021 - No Business Name - Not Investment Related - At Reported Business Location(s) - Other-Notary - Started 05/10/2016 - 0 Hours Per Month. 7. 12/1/2021 - Good Life IA - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 02/22/2017 - 10 Hours Per Month During Securities Trading. 8. 01/16/2026 - Steward Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/06/2026 - 160 hours per month/ 140 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 1997-05-14 |
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