Kelly Ann Connelly

Employer firm

Good Life Advisors, LLC CRD 171898

$4.35B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2015 → 05/2018
  Ameriprise Financial Services, Inc.
  Sebring, FL
• 06/2018 → Present
  Lpl Financial, Llc
  Groveland, FL
• 06/2018 → Present
  Good Life Advisors, Llc
  Groveland, FL

Previous Registrations

• 2015-08-17 → 2018-06-06
  Ameriprise Financial Services, Llc
  Tampa, FL
  Sebring, FL
  Orlando, FL
• 2013-02-19 → 2015-08-17
  Jhs Capital Advisors, Llc
  Sebring, FL
  Tampa, FL
  Tampa, FL
• 2007-10-09 → 2013-01-23
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Sebring, FL
• 2002-04-16 → 2007-10-11
  A. G. Edwards & Sons, Inc.
  Sebring, FL
  Sebring, FL

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

• 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