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1420 Celebration Blvd. Suite 109, Celebration, FL 34747 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-09-06 |
| PA | RA | APPROVED | 2015-01-05 |
Branch Locations
2395 Lancaster Pike, Reading, PA 19607 • United States
1420 Celebration Blvd. Suite 109, Celebration, FL 34747 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Wyomissing | PA | 08/2013 | Present |
| Good Life Advisors, Llc | Wyomissing | PA | 12/2014 | Present |
1. 04/21/2014 - BLUE MOUNTAIN EAGLE CLIMBING CLUB - COMMUNITY, CIVIC AND CHARITABLE BOARD - TIME SPENT 1% - WYOMISSING, PA. 2. 2/2/2015: REGISTERED INVESTMENT ADVISOR HYBRID - GOOD LIFE ADVISORS, LLC - STARTED 12/24/2014 - INVESTMENT RELATED - 160 HOURS PER MONTH DURING TRADING - WYOMISSING, PA. 3. 08/10/2015 - GOOD LIFE ADVISORS SYSTEM - INV REL - 30 COMMERCE DRIVE, WYOMISSING PA 19610 - OTHER - TURNKEY SOLUTIONS TO TRANSITIONING/PROSPEC - START 07/27/2015 - 40 HOURS PER MONTH, 20 DURING TRADING - GOOD LIFE ADVISOR, LLC AND GOOD LIFE FINANCIAL GROUP SHARE THE SAME OFFICE SUITE BUT ARE DIVIDED INTO SEPARATE AREAS. 4. 09/10/2015 - THE GOOD LIFE COMPANIES - INV REL - 30 COMMERCE DRIVE WYOMISSING PA 19610 - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - START 07/24/2015 - NO TIME SPENT - THIS IS AN UMBRELLA NAME THAT THE GOOD LIFE FINANCIAL GROUP, GOOD LIFE ADVISORS, LLC AND GOOD LIFE ADVISOR SYSTEMS WILL OPERATE UNDER 5. 7/23/2020 - Good Life IA - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 07/22/2020 - 1 Hour Per Month During Securities Trading. 6. 12/20/2021 - Good Life Financial Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 12/14/2021 - 140 Hours Per Month/140 Hours During Securities Trading. 7. 12/21/2021 - Good Life Financial Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 12/14/2021 - 140 Hours Per Month During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-08-23 |
| S63 | Uniform Securities Agent State Law Examination | 1999-08-12 |
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