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Current Employers
Good Life Advisors, Llc

1420 Celebration Blvd. Suite 109, Celebration, FL 34747 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2023-10-05
  • OR RA
    APPROVED
    Since 2023-10-05

Branch Locations

1420 Celebration Blvd. Suite 109, Celebration, FL 34747 • United States

Williams, OR • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 05/2014 → 08/2017
    San Diego, CA
  • 09/2018 → 04/2023
    Foreside Financial Group, Llc
    Williams, OR
  • 09/2019 → 12/2022
    Foreside Fund Services, Llc
    Williams, OR
  • 08/2017 → 09/2018
    Roth Consulting
    San Diego, CA
  • 06/2023 → Present
    Williams, OR
Previous Registrations
Other Businesses

1- 05/2023 / Good Life Financial Advisors / DBA for LPL Business (entity for LPL business) / Investment Related /

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2023-08-07
S66 Uniform Combined State Law Examination 2009-04-28
  • S63 Uniform Securities Agent State Law Examination
    2023-08-07
  • S66 Uniform Combined State Law Examination
    2009-04-28
Other Names
  • Lisa Armstrong Roth
  • Lisa Roth
  • Lisa Evans

View on SEC IAPD

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