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1420 Celebration Blvd. Suite 109, Celebration, FL 34747 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-06-27 |
Branch Locations
1420 Celebration Blvd. Suite 109, Celebration, FL 34747 • United States
Mascotte, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-12-11 |
| S63 | Uniform Securities Agent State Law Examination | 1997-11-05 |
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