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1420 Celebration Blvd. Suite 109, Celebration, FL 34747 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2019-10-18 |
Branch Locations
1035 Boyce Road Suite 206, Pittsburgh, PA 15241 • United States
1420 Celebration Blvd. Suite 109, Celebration, FL 34747 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Securities, Inc. | Pittsburgh | PA | 12/2015 | 10/2019 |
| Lpl Financial Llc | Pittsburgh | PA | 10/2019 | Present |
| Good Life Advisors, Llc | Pittsburgh | PA | 10/2019 | Present |
1. 10/17/2019 - Grandview Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 10/08/2019 - 32 Hours Per Month/2 Hours During Securities Trading. 2. 10/25/2019 - Good Life Advisors LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Start Date: 10/08/2019 - 128 Hours Per Month/7 Hours During Securities Trading - IAR - I provide investment advisory services through Good Life Advisors LLC, an independent investment advisor firm. I started this business activity in 10/2019. I expect to spend approximately 128 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. 3. 1/29/2020 - Good Life Advisors, LLC - DBA: (Hybrid) Grandview Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 10/17/2019 - 140 Hours Per Month/135 Hours During Securities Trading. 4. 6/5/2020 - Good Life IA - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 05/29/2020 - 30 Hours Per Month During Securities Trading. 5. 04/26/2022 - Fedex - Not Investment Related - Home Based - Outside/W-2 Employment - Sales Development/Customer Service - Start Date - 04/10/2022 - 20 Hours Per Month/ 4 Hours During Securities Trading 6. 05/09/2022 - Smart Soda - Not Investment Related - Home Based - Outside/W-2 Employment - Consultant - Start Date - 04/18/2022 - 2 Hours Per Month/ 0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-04-13 |
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