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Current Employers
Good Life Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-09-06
PA RA APPROVED 2017-10-18
  • TX RA
    APPROVED_RES
    Since 2023-09-06
  • PA RA
    APPROVED
    Since 2017-10-18

Branch Locations

1420 Celebration Blvd. Suite 109, Celebration, FL 34747 • 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
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
  • 06/2003 → 10/2017
    Financial Planning Advisors
    Wyomissing, PA
  • 09/2009 → 10/2017
    Lpl Financial Llc
    Wyomissing, PA
  • 10/2017 → Present
    Reading, PA
  • 10/2019 → Present
    Lpl Financial Llc
    Reading, PA
  • 10/2017 → 10/2019
    Lpl Financial Llc
    Reading, PA
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2004-01-30
  • S63 Uniform Securities Agent State Law Examination
    2004-01-30
Designations
Other Names
  • Julie Marie Earnest

View on SEC IAPD

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