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1420 Celebration Blvd. Suite 109, Celebration, FL 34747 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-07-25 |
| SC | RA | APPROVED | 2016-09-22 |
Branch Locations
1420 Celebration Blvd. Suite 109, Celebration, FL 34747 • United States
205 Scott Street, Mt. Pleasant, SC 29464 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Mount Pleasant | SC | 09/2016 | Present |
| Sweetwater Advisory Group | Charlotte | NC | 06/2016 | 09/2016 |
| Good Life Advisors, Llc | Mount Pleasant | SC | 09/2016 | Present |
1) 09/23/2016: Good Life Advisors, LLC - Registered Investment Advisor Hybrid - DBA: (HYBRID) Good Life Advisors, LLC - Investment Related - 30 Commerce Drive, Wyomissing, PA 19610 - Start 08/26/2016 - 160 Hr/Mo; 8 Hour(s) During Securities Trading; 100% Time Spent - I provide investment advisory services through Good Life Advisors, LLC, an independent investment advisor firm. I started this business activity in September 2016. I expect to spend approximately 160 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. 2) 10/19/2016: Good Life Financial Advisors - Registered Investment Advisor DBA - DBA: (hybrid) Good Life Financial Advisors - Investment Related - 1124 Park West Suite 205, Mt Pleasant SC 29466 - Start 09/23/2016 - 160 Hr/Mo; 160 Hour(s) During Securities Trading - IARs associated with the RIA are also securities-registered with LPL. This DBA is also for LPL Business. 3) 2/8/2017 - No Business Name - Investment Related - Home Based - Non-Variable Insurance-Trails only - Started 04/01/2016 - 1 Hour Per Month During Securities Trading. 4) 6/21/2107 - Good Life IA, LLC - Investment Related - At Reported Business Location(s) - Insurance Agency - Started 04/01/2017 - 10 Hours Per Month During Securities Trading - Trainer and Executive Case Design. 5) 10/24/2017 - Good Life Financial Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 09/01/2016 - 160 Hours Per Month During Securities Trading. 6) 10/24/2022 - Good Life Insurance Associates - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 09/21/2016 - 8 Hours Per Month/2 Hours During Securities Trading. 7) 04/02/2024 - Hoff Enterprises LLC - Real Estate Rental - Investment Related - Charleston, SC - Start Date 01/19/2024 - 2 Hours Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-04-26 |
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