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1901 Pennsylvania Avenue Nw Suite 900, Pmb 202, Washington, DC 20006 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2026-06-09 |
| MD | RA | APPROVED | 2026-06-09 |
Branch Locations
1901 Pennsylvania Avenue Nw Suite 900, Pmb 202, Washington, DC 20006 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Felder Group | Washington | DC | 08/2006 | 07/2023 |
| Holistic Planners Network, Llc | Washington | DC | 03/2014 | Present |
| Life Is Great Llc | Washington | DC | 04/2016 | Present |
| Keystone/Mysecure Advantage/Clc | Washington | DC | 01/2014 | Present |
LIFE IS GREAT ENTERPRISES, LLC - FOUNDER AND SOLE MEMBER OF ENTITY CREATED Stationery Goods, Training Services, Publishing Services, Lecture/ Speaking , NOT AT BRANCH LOCATION, NOT INVESTMENT RELATED. Founder and CEO. KEYSTONE/MYSECURE ADVANTAGE/CLC; NON-INVESTMENT RELATED ONLY EDUCATIONAL/FINANCIALWELLNESS/EMPLOYEE ASSISTNAT PROGRAM SERVICES FOCUSED; WAHSINGTON D.C., 01/2014, 10% OF TIME SPENT ON ACTIVITY.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-04-30 |
| S65 | Uniform Investment Adviser Law Examination | 1999-06-25 |
| S63 | Uniform Securities Agent State Law Examination | 1998-06-04 |
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