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1420 Celebration Blvd. Suite 109, Celebration, FL 34747 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-09-06 |
| PA | RA | APPROVED | 2017-10-18 |
Branch Locations
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 |
|---|---|---|---|---|
| Financial Planning Advisors | Wyomissing | PA | 06/2003 | 10/2017 |
| Lpl Financial Llc | Wyomissing | PA | 09/2009 | 10/2017 |
| Good Life Advisors, Llc | Reading | PA | 10/2017 | Present |
| Lpl Financial Llc | Reading | PA | 10/2019 | Present |
| Lpl Financial Llc | Reading | PA | 10/2017 | 10/2019 |
1)10/15/2019 - Good Life Financial Advisors - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 10/2019 - 80 hr/mth 2)10/15/2019 - Tax Prep/Accounting/CPA - inv rel - at reported business location(s) - start: 02/2019 - 16 hr/mth 3)10/15/2019 - Non-Variable Insurance - inv rel - at reported business location(s) - start: 10/2017 - 8 hr/mth 4) 10/25/2019 - Good Life Advisors LLC - Investment related - At reported business location(s) - Registered Investment Advisor - start date:10/01/2017 - 80 hrs/mo - 4 hrs during trading - IAR - I provide investment advisory services through Good Life Advisors, LLC, an independent investment advisor firm. I started this business activity in 10/2017. I expect to spend approximately 80 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. 5) 11/08/2019 - Good Life Financial Advisors - Investment related - At reported business location(s) - Registered Investment Advisor DBA - start date:10/16/2019 - 80 hrs/mo - 4 hrs during trading. 6) 10/25/2021 - Good Life Advisor Systems - Not Investment Related - At Reported Business Location(s) - Other-Good Life Advisor Systems - Started 03/01/2021 - 10 Hours Per Month/8 Hours During Securities Trading - Role with GLAS is administrative only with any/all Financial Planning activities being conducted through GLA RIA.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-01-30 |
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