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1420 Celebration Blvd. Suite 109, Celebration, FL 34747 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2021-09-07 |
Branch Locations
1011 Warrenville Rd Suite 155, Lisle, IL 60532 • 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 | Lisle | IL | 05/2015 | Present |
| Opus Wealth Management Group | Lisle | IL | 05/2015 | 04/2020 |
| Level Four Advisory Services, Llc | Lisle | IL | 04/2020 | 09/2021 |
| Good Life Advisors, Llc | Reading | PA | 09/2021 | Present |
1. 5/13/2015 - No Business Name - Investment Related - At Reported Business Location(s) - NON-VARIABLE INSURANCE - Started 2/1/2015 - Time Spent 5% - Life, Disability, LTC, and P&C. 2. 5/13/2015 - OPUS WEALTH MANAGEMENT GROUP - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - Started 5/8/2015 - Time Spent 50%. 3. 09/18/2015 - Bigdog Dadddy LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - START 09/01/2015 - 1 Hour Per Month/0 Hours During Securities Trading. 4. 9/23/2021 - Good Life Advisors LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 09/07/2021 - 120 Hours Per Month During Securities Trading - I provide investment advisory services through Good Life Advisors, LLC, an independent investment advisor firm. I started this business activity in 09/2021. I expect to spend approximately 120 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-13 |
| S63 | Uniform Securities Agent State Law Examination | 1998-05-20 |
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