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Current Employers
Good Life Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2017-01-28
  • NC RA
    APPROVED
    Since 2017-01-28

Branch Locations

1328 North Bridge Street, Elkin, NC 28621 • United States

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
Wachovia Bank, Na Dobson NC 12/2007 12/2016
Wells Fargo Advisors Llc Elkin NC 05/2009 11/2016
Wells Fargo Clearing Services, Llc Elkin NC 11/2016 12/2016
Lpl Financial, Llc Elkin NC 12/2016 Present
Good Life Advisors, Llc Elkin NC 12/2016 Present
Previous Registrations
  • 2006-05-18 → 2016-12-19
    Yadkinville, NC
    Winston Salem, NC
    Yadkinville, NC
    King, NC
    Holmdel, NJ
    Elkin, NC
    Yadkinville, NC
    Elkin, NC
    Winston Salem, NC
    Dobson, NC
    Wilkesboro, NC
    Statesville, NC
    Wilkesboro, NC
Other Businesses

1. 12/12/2016 - Lighthouse Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start: 12/12/2016 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100%. 2. 1/18/2017 - Good Life Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 12/12/2016 - 160 Hours Per Month During Securities Trading - I provide investment advisory services through Goodlife Advisors, LLC, an independent investment advisor firm. I started this business activity in 1/2017. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firms 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. 6/13/2017 - Good Life Advisors - DBA: (HYBRID) Lighthouse Financial - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 12/12/2016 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100%. 4. 12/7/2020 - Good Life Insurance - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 12/12/2012 - 160 Hours Per Month During Securities Trading - Life, Health, Disability, LTC, Fixed, Fixed Annuities, Medicare Supplements and Final Expense. 5. 4/6/2021 - Lighthouse Financial Advisory Group, Inc - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date: 1/1/2021 - 160 Hours Per Month/160 Hours During Securities Trading - Revenue generated from Investment advisory, brokerage, fixed annuity, fixed insurance, medicare supplement, and other business income will flow through this entity.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-05-11
S63 Uniform Securities Agent State Law Examination 2003-10-02
  • S65 Uniform Investment Adviser Law Examination
    2006-05-11
  • S63 Uniform Securities Agent State Law Examination
    2003-10-02
Other Names
  • Jason Singleton

View on SEC IAPD

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