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1420 Celebration Blvd. Suite 109, Celebration, FL 34747 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2023-10-05 |
Branch Locations
1420 Celebration Blvd. Suite 109, Celebration, FL 34747 • United States
Williams, OR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | San Diego | CA | 05/2014 | 08/2017 |
| Foreside Financial Group, Llc | Williams | OR | 09/2018 | 04/2023 |
| Foreside Fund Services, Llc | Williams | OR | 09/2019 | 12/2022 |
| Roth Consulting | San Diego | CA | 08/2017 | 09/2018 |
| Lpl Financial, Llc | Williams | OR | 06/2023 | Present |
1- 05/2023 / Good Life Financial Advisors / DBA for LPL Business (entity for LPL business) / Investment Related /
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-08-07 |
| S66 | Uniform Combined State Law Examination | 2009-04-28 |
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