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Current Employers
Good Life Advisors, Llc

1420 Celebration Blvd. Suite 109, Celebration, FL 34747 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2018-06-27
  • FL RA
    APPROVED
    Since 2018-06-27

Branch Locations

1420 Celebration Blvd. Suite 109, Celebration, FL 34747 • United States

Mascotte, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Inc. Sebring FL 08/2015 05/2018
Lpl Financial, Llc Groveland FL 06/2018 Present
Good Life Advisors, Llc Groveland FL 06/2018 Present
  • 08/2015 → 05/2018
    Ameriprise Financial Services, Inc.
    Sebring, FL
  • 06/2018 → Present
    Lpl Financial, Llc
    Groveland, FL
  • 06/2018 → Present
    Groveland, FL
Previous Registrations
Other Businesses

1. 7/25/2018 - Good Life Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 06/04/2018 - 160 Hours Per Month/150 Hours During Securities Trading - I provide investment advisory services through Good Life Advisors, LLC, an independent investment advisor firm. I started this business activity in 7/2018. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's 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. 2. 7/25/2018 - Good Life Financial Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 06/04/2018 - 160 Hours Per Month/150 Hours During Securities Trading. 3. 8/20/2018 - Good Life Financial Advisors of Central FL - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date:06/04/2018 - 160 Hours Per Month/150 Hours During Trading. 4. 2/19/2020 - Good Life Insurance Agency - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 01/30/2020 - 20 Hours Per Month During Securities Trading. 5. 09/15/2021 - Kac Financial Fitness - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date: 08/17/2018 - 1 Hour Per Month/0 Hours During Securities Trading - Set up to receive my commissions from Goodlife and LPL.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-12-11
S63 Uniform Securities Agent State Law Examination 1997-11-05
  • S66 Uniform Combined State Law Examination
    2000-12-11
  • S63 Uniform Securities Agent State Law Examination
    1997-11-05
Other Names
  • Kelly Ann Moreira
  • Kelly Ann Connelly
  • Kelly A Moreira
  • Kelly A Lawrence
  • Kelly Ann Moreira
  • Kelly Ann Lawrence
  • Kelly Ann Connelly Gray
  • Kelly Connelly Gray

View on SEC IAPD

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