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1420 Celebration Blvd. Suite 109, Celebration, FL 34747 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2015-03-20 |
Branch Locations
100 Northpointe Circe, Seven Fields, PA 16046 • 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 | Seven Fields | PA | 07/2013 | Present |
| Good Life Advisors, Llc | Seven Fields | PA | 11/2014 | Present |
1. 3/13/2015 - GOOD LIFE ADVISORS, LLC - DBA: GOOD LIFE ADVISORS, LLC - Investment Related - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR HYBRID - IAR - START 01/07/2015 - 175 Hours Per Month During Securities Trading. 2. 2/12/2016 - Seven Fields Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - START 07/01/2015 - 160 Hours Per Month/8 Hours During Securities Trading. 3. 2/22/2016 - Good Life IA - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - START 02/02/2016 - 5 Hours Per Month During Securities Trading. 4. 4/20/2016 - Seven Fields Wealth Management - DBA: (HYBRID) Seven Fields Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - START DATE 02/16/2016 - 16 Hours Per Month During Securities Trading. 5. 6/19/2017 - National Brokerage - Investment Related - 894 Beaver Grade Road, Suite 401, Moon Twp., PA 15108 - Non-Variable Insurance - Started 05/15/2017 - 2 Hours Per Month/0 Hours During Securities Trading. 6. 6/22/2017 - National Brokerage - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Life Insurance Agent - Started 06/06/2017 - 10 Hours Per Month/5 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 1999-11-12 |
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